Creative Planning
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Creative Planning’s Phreesia PHR Stock Holding History

Creative Planning’s Portfolio PHR Stock Details PHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-9,262
Closed -$237K – 3681
2025
Q1 		$237K Buy
9,262
+9,190
+12,764% +$235K ﹤0.01% 2928
2024
Q4 		$1.81K Buy
+72
New +$1.81K ﹤0.01% 3447