Carson Wealth (CWM LLC)’s Phreesia PHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $79K | Sell |
|
|||||
|
2025
Q2 | $108K | Sell |
|
|||||
|
2025
Q1 | $103K | Buy |
|
|||||
|
2024
Q4 | $9K | Buy |
|
|||||
|
2024
Q3 | $6K | Buy |
|
|||||
|
2024
Q2 | $5K | Buy |
|
|||||
|
2024
Q1 | $5K | Sell |
|
|||||
|
2023
Q4 | $13K | Sell |
|
|||||
|
2023
Q3 | $24K | Buy |
|
|||||
|
2023
Q2 | $14K | Buy |
|
|||||
|
2023
Q1 | $14K | Hold |
|
|||||
|
2022
Q4 | $14K | Buy |
|
|||||
|
2022
Q3 | $8K | Hold |
|
|||||
|
2022
Q2 | $8K | Buy |
|
|||||
|
2022
Q1 | $1K | Buy |
|
|||||
|
2021
Q4 | $1K | Buy |
|