Charles Schwab’s Phreesia PHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.05M | Sell |
482,956
-4,555
| -0.9% | -$60.2K | ﹤0.01% | 2490 |
|
|
2025
Q4 | $8.25M | Sell |
487,511
-43,627
| -8% | -$900K | ﹤0.01% | 2229 |
|
|
2025
Q3 | $12.5M | Sell |
531,138
-6,506
| -1% | -$177K | ﹤0.01% | 2006 |
|
|
2025
Q2 | $15.3M | Buy |
537,644
+15,260
| +3% | +$387K | ﹤0.01% | 1808 |
|
|
2025
Q1 | $13.4M | Buy |
522,384
+28,936
| +6% | +$787K | ﹤0.01% | 1822 |
|
|
2024
Q4 | $12.4M | Buy |
493,448
+46,209
| +10% | +$987K | ﹤0.01% | 1918 |
|
|
2024
Q3 | $10.2M | Buy |
447,239
+16,112
| +4% | +$377K | ﹤0.01% | 2020 |
|
|
2024
Q2 | $9.14M | Buy |
431,127
+9,870
| +2% | +$214K | ﹤0.01% | 2085 |
|
|
2024
Q1 | $10.1M | Buy |
421,257
+8,494
| +2% | +$211K | ﹤0.01% | 1976 |
|
|
2023
Q4 | $9.56M | Buy |
412,763
+15,298
| +4% | +$264K | ﹤0.01% | 2007 |
|
|
2023
Q3 | $7.42M | Buy |
397,465
+4,247
| +1% | +$114K | ﹤0.01% | 2074 |
|
|
2023
Q2 | $12.2M | Buy |
393,218
+8,637
| +2% | +$270K | ﹤0.01% | 1817 |
|
|
2023
Q1 | $12.4M | Buy |
384,581
+539
| +0.1% | +$19K | ﹤0.01% | 1762 |
|
|
2022
Q4 | $12.4M | Buy |
384,042
+9,994
| +3% | +$271K | ﹤0.01% | 1732 |
|
|
2022
Q3 | $9.53M | Buy |
374,048
+11,121
| +3% | +$278K | ﹤0.01% | 1867 |
|
|
2022
Q2 | $9.08M | Sell |
362,927
-7,349
| -2% | -$162K | ﹤0.01% | 1886 |
|
|
2022
Q1 | $9.76M | Buy |
370,276
+13,928
| +4% | +$427K | ﹤0.01% | 1971 |
|
|
2021
Q4 | $14.8M | Buy |
356,348
+8,371
| +2% | +$497K | ﹤0.01% | 1782 |
|
|
2021
Q3 | $21.5M | Buy |
347,977
+90,371
| +35% | +$6.03M | 0.01% | 1530 |
|
|
2021
Q2 | $15.8M | Buy |
257,606
+45,299
| +21% | +$2.36M | 0.01% | 1744 |
|
|
2021
Q1 | $11.1M | Sell |
212,307
-25,778
| -11% | -$1.62M | ﹤0.01% | 1904 |
|
|
2020
Q4 | $12.9M | Buy |
238,085
+37,955
| +19% | +$1.63M | 0.01% | 1700 |
|
|
2020
Q3 | $6.43M | Buy |
200,130
+29,771
| +17% | +$886K | ﹤0.01% | 1948 |
|
|
2020
Q2 | $4.82M | Buy |
170,359
+20,409
| +14% | +$532K | ﹤0.01% | 2053 |
|
|
2020
Q1 | $3.15M | Buy |
149,950
+47,129
| +46% | +$1.29M | ﹤0.01% | 2064 |
|
|
2019
Q4 | $2.74M | Buy |
102,821
+32,430
| +46% | +$896K | ﹤0.01% | 2316 |
|
|
2019
Q3 | $1.71M | Buy |
+70,391
| New | +$1.86M | ﹤0.01% | 2437 |
|
Other funds holding PHR
PFCS
VPM
VCM
AG
PM
