Commerce Bank’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 | $134K | Sell |
16,010
-351
| -2% | -$4.64K | ﹤0.01% | 1292 |
|
|
2025
Q4 | $277K | Buy |
16,361
+1,815
| +12% | +$37.5K | ﹤0.01% | 1107 |
|
|
2025
Q3 | $342K | Sell |
14,546
-780
| -5% | -$21.2K | ﹤0.01% | 1010 |
|
|
2025
Q2 | $436K | Sell |
15,326
-590
| -4% | -$15K | ﹤0.01% | 905 |
|
|
2025
Q1 | $407K | Sell |
15,916
-170
| -1% | -$4.62K | ﹤0.01% | 912 |
|
|
2024
Q4 | $405K | Sell |
16,086
-195
| -1% | -$4.17K | ﹤0.01% | 932 |
|
|
2024
Q3 | $371K | Sell |
16,281
-610
| -4% | -$14.3K | ﹤0.01% | 992 |
|
|
2024
Q2 | $358K | Hold |
16,891
| – | – | ﹤0.01% | 967 |
|
|
2024
Q1 | $404K | Buy |
16,891
+120
| +0.7% | +$2.98K | ﹤0.01% | 926 |
|
|
2023
Q4 | $388K | Sell |
16,771
-1,728
| -9% | -$29.8K | ﹤0.01% | 935 |
|
|
2023
Q3 | $346K | Sell |
18,499
-267
| -1% | -$7.18K | ﹤0.01% | 910 |
|
|
2023
Q2 | $582K | Sell |
18,766
-275
| -1% | -$8.61K | ﹤0.01% | 754 |
|
|
2023
Q1 | $615K | Sell |
19,041
-250
| -1% | -$8.8K | ﹤0.01% | 728 |
|
|
2022
Q4 | $624K | Sell |
19,291
-355
| -2% | -$9.64K | 0.01% | 701 |
|
|
2022
Q3 | $501K | Hold |
19,646
| – | – | ﹤0.01% | 763 |
|
|
2022
Q2 | $491K | Buy |
19,646
+2,790
| +17% | +$61.4K | ﹤0.01% | 791 |
|
|
2022
Q1 | $444K | Sell |
16,856
-59
| -0.3% | -$1.81K | ﹤0.01% | 874 |
|
|
2021
Q4 | $705K | Buy |
16,915
+3,335
| +25% | +$198K | ﹤0.01% | 729 |
|
|
2021
Q3 | $838K | Sell |
13,580
-1,010
| -7% | -$67.4K | 0.01% | 668 |
|
|
2021
Q2 | $895K | Buy |
14,590
+2,700
| +23% | +$141K | 0.01% | 646 |
|
|
2021
Q1 | $619K | Sell |
11,890
-175
| -1% | -$11K | ﹤0.01% | 740 |
|
|
2020
Q4 | $655K | Buy |
12,065
+240
| +2% | +$10.3K | 0.01% | 685 |
|
|
2020
Q3 | $380K | Buy |
11,825
+2,315
| +24% | +$68.9K | ﹤0.01% | 780 |
|
|
2020
Q2 | $269K | Buy |
+9,510
| New | +$248K | ﹤0.01% | 873 |
|
Other funds holding PHR
PFCS
VPM
VCM
AG
PM