Corient Private Wealth
PHR icon

Corient Private Wealth’s Phreesia PHR Stock Holding History

Corient Private Wealth’s Portfolio PHR Stock Details PHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$225K Buy
+26,877
New +$356K ﹤0.01% 2490
2025
Q4 		– Sell
-20,629
Closed -$485K – 2809
2025
Q3 		$485K Buy
+20,629
New +$561K ﹤0.01% 1807
2023
Q3 		– Sell
-6,528
Closed -$202K – 2213
2023
Q2 		$202K Hold
6,528
– – ﹤0.01% 1872
2023
Q1 		$211K Buy
+6,528
New +$230K ﹤0.01% 1779

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