Caption Management’s Phreesia PHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 908 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 956 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 894 |
|
|
2024
Q3 | – | Sell |
-8,145
| Closed | -$173K | – | 766 |
|
|
2024
Q2 | $173K | Sell |
8,145
-36,855
| -82% | -$781K | ﹤0.01% | 286 |
|
|
2024
Q1 | $1.08M | Buy |
45,000
+26,500
| +143% | +$634K | 0.02% | 148 |
|
|
2023
Q4 | $428K | Buy |
+18,500
| New | +$428K | 0.01% | 231 |
|
|
2022
Q3 | – | Sell |
-10,000
| Closed | -$250K | – | 799 |
|
|
2022
Q2 | $250K | Buy |
+10,000
| New | +$250K | ﹤0.01% | 339 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 874 |
|