Envestnet Asset Management’s Phreesia PHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $969K | Buy |
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|
2025
Q1 | $593K | Buy |
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|
2024
Q4 | $525K | Sell |
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|
2024
Q3 | $551K | Buy |
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|
2024
Q2 | $508K | Sell |
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|
2024
Q1 | $628K | Buy |
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|
2023
Q4 | $516K | Sell |
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|
2023
Q3 | $583K | Buy |
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|
2023
Q2 | $512K | Sell |
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|
2023
Q1 | $557K | Buy |
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|
2022
Q4 | $512K | Buy |
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|
2022
Q3 | $394K | Buy |
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|
2022
Q2 | $291K | Buy |
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|
2022
Q1 | $255K | Buy |
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|
2021
Q4 | $361K | Sell |
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|
2021
Q3 | $803K | Sell |
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|
2021
Q2 | $974K | Buy |
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|
2021
Q1 | $825K | Buy |
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|
2020
Q4 | $688K | Buy |
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|
2020
Q3 | $265K | Buy |
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