CCIA
Campbell & Co Investment Adviser’s Phreesia PHR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-10,049
| Closed | -$257K | – | 1391 |
|
2025
Q1 | $257K | Buy |
+10,049
| New | +$257K | 0.02% | 885 |
|
2024
Q4 | – | Sell |
-28,369
| Closed | -$647K | – | 1293 |
|
2024
Q3 | $647K | Buy |
28,369
+6,914
| +32% | +$158K | 0.05% | 607 |
|
2024
Q2 | $455K | Buy |
+21,455
| New | +$455K | 0.04% | 690 |
|
2023
Q3 | – | Sell |
-9,276
| Closed | -$288K | – | 1130 |
|
2023
Q2 | $288K | Buy |
+9,276
| New | +$288K | 0.05% | 684 |
|