Diversified Trust’s Phreesia PHR Stock Holding History

Diversified Trust’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
2025 Q3	$1.08M	Buy
2025 Q2	$1.28M	Buy
2025 Q1	$1.14M	Buy
2024 Q4	$613K	Hold
2024 Q3	$555K	Buy
2024 Q2	$457K	Buy
2024 Q1	$256K	Buy
2021 Q2	–	Sell
2021 Q1	$279K	Buy