Carson Wealth (CWM LLC)’s Phreesia PHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $108K | Sell |
3,779
-261
| -6% | -$7.46K | ﹤0.01% | 2643 |
|
|
2025
Q1 | $103K | Buy |
4,040
+3,671
| +995% | +$93.6K | ﹤0.01% | 2404 |
|
|
2024
Q4 | $9K | Buy |
369
+91
| +33% | +$2.22K | ﹤0.01% | 3939 |
|
|
2024
Q3 | $6K | Buy |
278
+21
| +8% | +$453 | ﹤0.01% | 4029 |
|
|
2024
Q2 | $5K | Buy |
257
+34
| +15% | +$661 | ﹤0.01% | 3885 |
|
|
2024
Q1 | $5K | Sell |
223
-325
| -59% | -$7.29K | ﹤0.01% | 3678 |
|
|
2023
Q4 | $13K | Sell |
548
-734
| -57% | -$17.4K | ﹤0.01% | 3040 |
|
|
2023
Q3 | $24K | Buy |
1,282
+825
| +181% | +$15.4K | ﹤0.01% | 2571 |
|
|
2023
Q2 | $14K | Buy |
457
+27
| +6% | +$827 | ﹤0.01% | 2875 |
|
|
2023
Q1 | $14K | Hold |
430
| – | – | ﹤0.01% | 2753 |
|
|
2022
Q4 | $14K | Buy |
430
+122
| +40% | +$3.97K | ﹤0.01% | 2612 |
|
|
2022
Q3 | $8K | Hold |
308
| – | – | ﹤0.01% | 2834 |
|
|
2022
Q2 | $8K | Buy |
308
+270
| +711% | +$7.01K | ﹤0.01% | 2724 |
|
|
2022
Q1 | $1K | Buy |
38
+25
| +192% | +$658 | ﹤0.01% | 3374 |
|
|
2021
Q4 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 3336 |
|