CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Phreesia PHR Stock Holding History

CAPTRUST Financial Advisors’s Portfolio PHR Stock Details PHR Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$172K Buy
2023
Q2 		– Sell
2023
Q1 		$249K Buy
2022
Q3 		– Sell
2022
Q2 		$36K Buy
2022
Q1 		$15K Buy
2021
Q4 		$13K Sell
2021
Q3 		$24K Buy
2021
Q2 		$10K Buy
2021
Q1 		$8K Buy