Concourse Financial Group Securities’s Phreesia PHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 6020 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 6753 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 6746 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 6761 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 6758 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 6688 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 6539 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 6387 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 6155 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 6159 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 5981 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 5937 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 5821 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 5802 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5641 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 5459 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 5294 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 5152 |
|
|
2020
Q3 | – | Sell |
-100
| Closed | -$3K | – | 4954 |
|
|
2020
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 1840 |
|
|
2020
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 1914 |
|
|
2019
Q4 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 1797 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 4536 |
|