Caption Management’s Phreesia PHR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Hold
2025
Q1
Hold
2024
Q4
Hold
2024
Q3
Sell
2024
Q2
$173K Sell
2024
Q1
$1.08M Buy
2023
Q4
$428K Buy
2022
Q3
Sell
2022
Q2
$250K Buy
2022
Q1
Hold