Charles Schwab’s Phreesia PHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.3M | Buy |
537,644
+15,260
| +3% | +$434K | ﹤0.01% | 1808 |
|
|
2025
Q1 | $13.4M | Buy |
522,384
+28,936
| +6% | +$740K | ﹤0.01% | 1822 |
|
|
2024
Q4 | $12.4M | Buy |
493,448
+46,209
| +10% | +$1.16M | ﹤0.01% | 1918 |
|
|
2024
Q3 | $10.2M | Buy |
447,239
+16,112
| +4% | +$367K | ﹤0.01% | 2020 |
|
|
2024
Q2 | $9.14M | Buy |
431,127
+9,870
| +2% | +$209K | ﹤0.01% | 2085 |
|
|
2024
Q1 | $10.1M | Buy |
421,257
+8,494
| +2% | +$203K | ﹤0.01% | 1975 |
|
|
2023
Q4 | $9.56M | Buy |
412,763
+15,298
| +4% | +$354K | ﹤0.01% | 2006 |
|
|
2023
Q3 | $7.42M | Buy |
397,465
+4,247
| +1% | +$79.3K | ﹤0.01% | 2073 |
|
|
2023
Q2 | $12.2M | Buy |
393,218
+8,637
| +2% | +$268K | ﹤0.01% | 1816 |
|
|
2023
Q1 | $12.4M | Buy |
384,581
+539
| +0.1% | +$17.4K | ﹤0.01% | 1761 |
|
|
2022
Q4 | $12.4M | Buy |
384,042
+9,994
| +3% | +$323K | ﹤0.01% | 1731 |
|
|
2022
Q3 | $9.53M | Buy |
374,048
+11,121
| +3% | +$283K | ﹤0.01% | 1866 |
|
|
2022
Q2 | $9.08M | Sell |
362,927
-7,349
| -2% | -$184K | ﹤0.01% | 1885 |
|
|
2022
Q1 | $9.76M | Buy |
370,276
+13,928
| +4% | +$367K | ﹤0.01% | 1970 |
|
|
2021
Q4 | $14.8M | Buy |
356,348
+8,371
| +2% | +$349K | ﹤0.01% | 1781 |
|
|
2021
Q3 | $21.5M | Buy |
347,977
+90,371
| +35% | +$5.58M | 0.01% | 1529 |
|
|
2021
Q2 | $15.8M | Buy |
257,606
+45,299
| +21% | +$2.78M | 0.01% | 1743 |
|
|
2021
Q1 | $11.1M | Sell |
212,307
-25,778
| -11% | -$1.34M | ﹤0.01% | 1903 |
|
|
2020
Q4 | $12.9M | Buy |
238,085
+37,955
| +19% | +$2.06M | 0.01% | 1699 |
|
|
2020
Q3 | $6.43M | Buy |
200,130
+29,771
| +17% | +$957K | ﹤0.01% | 1947 |
|
|
2020
Q2 | $4.82M | Buy |
170,359
+20,409
| +14% | +$577K | ﹤0.01% | 2052 |
|
|
2020
Q1 | $3.15M | Buy |
149,950
+47,129
| +46% | +$991K | ﹤0.01% | 2063 |
|
|
2019
Q4 | $2.74M | Buy |
102,821
+32,430
| +46% | +$864K | ﹤0.01% | 2315 |
|
|
2019
Q3 | $1.71M | Buy |
+70,391
| New | +$1.71M | ﹤0.01% | 2436 |
|