Diversified Trust’s Phreesia PHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
45,042
+426
| +1% | +$12.1K | 0.03% | 326 |
|
|
2025
Q1 | $1.14M | Buy |
44,616
+20,260
| +83% | +$518K | 0.03% | 324 |
|
|
2024
Q4 | $613K | Hold |
24,356
| – | – | 0.01% | 529 |
|
|
2024
Q3 | $555K | Buy |
24,356
+2,782
| +13% | +$63.4K | 0.01% | 562 |
|
|
2024
Q2 | $457K | Buy |
21,574
+10,893
| +102% | +$231K | 0.01% | 565 |
|
|
2024
Q1 | $256K | Buy |
+10,681
| New | +$256K | 0.01% | 691 |
|
|
2021
Q2 | – | Sell |
-5,359
| Closed | -$279K | – | 866 |
|
|
2021
Q1 | $279K | Buy |
+5,359
| New | +$279K | 0.01% | 569 |
|