Blue Trust Inc’s Phreesia PHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $797 | Hold |
28
| – | – | ﹤0.01% | 2277 |
|
|
2025
Q1 | $716 | Buy |
+28
| New | +$716 | ﹤0.01% | 2326 |
|
|
2024
Q4 | – | Sell |
-418
| Closed | -$8.86K | – | 2842 |
|
|
2024
Q3 | $8.86K | Buy |
418
+110
| +36% | +$2.33K | ﹤0.01% | 2231 |
|
|
2024
Q2 | $7.37K | Buy |
+308
| New | +$7.37K | ﹤0.01% | 2048 |
|
|
2024
Q1 | – | Sell |
-21
| Closed | – | – | 2592 |
|
|
2023
Q4 | $0 | Buy |
+21
| New | – | ﹤0.01% | 2653 |
|
|
2023
Q1 | – | Sell |
-13
| Closed | – | – | 2553 |
|
|
2022
Q4 | $0 | Sell |
13
-186
| -93% | – | ﹤0.01% | 2406 |
|
|
2022
Q3 | $5K | Buy |
+199
| New | +$5K | ﹤0.01% | 1573 |
|