Envestnet Asset Management’s Phreesia PHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $969K | Buy |
34,041
+10,858
| +47% | +$309K | ﹤0.01% | 3298 |
|
|
2025
Q1 | $593K | Buy |
23,183
+2,325
| +11% | +$59.4K | ﹤0.01% | 3520 |
|
|
2024
Q4 | $525K | Sell |
20,858
-3,329
| -14% | -$83.8K | ﹤0.01% | 3562 |
|
|
2024
Q3 | $551K | Buy |
24,187
+242
| +1% | +$5.52K | ﹤0.01% | 3496 |
|
|
2024
Q2 | $508K | Sell |
23,945
-2,311
| -9% | -$49K | ﹤0.01% | 3452 |
|
|
2024
Q1 | $628K | Buy |
26,256
+3,960
| +18% | +$94.8K | ﹤0.01% | 3307 |
|
|
2023
Q4 | $516K | Sell |
22,296
-8,906
| -29% | -$206K | ﹤0.01% | 3313 |
|
|
2023
Q3 | $583K | Buy |
31,202
+14,699
| +89% | +$275K | ﹤0.01% | 3168 |
|
|
2023
Q2 | $512K | Sell |
16,503
-760
| -4% | -$23.6K | ﹤0.01% | 3192 |
|
|
2023
Q1 | $557K | Buy |
17,263
+1,438
| +9% | +$46.4K | ﹤0.01% | 3070 |
|
|
2022
Q4 | $512K | Buy |
15,825
+352
| +2% | +$11.4K | ﹤0.01% | 3086 |
|
|
2022
Q3 | $394K | Buy |
15,473
+3,852
| +33% | +$98.1K | ﹤0.01% | 3173 |
|
|
2022
Q2 | $291K | Buy |
11,621
+1,929
| +20% | +$48.3K | ﹤0.01% | 3374 |
|
|
2022
Q1 | $255K | Buy |
9,692
+1,015
| +12% | +$26.7K | ﹤0.01% | 3543 |
|
|
2021
Q4 | $361K | Sell |
8,677
-4,335
| -33% | -$180K | ﹤0.01% | 3297 |
|
|
2021
Q3 | $803K | Sell |
13,012
-2,878
| -18% | -$178K | ﹤0.01% | 2686 |
|
|
2021
Q2 | $974K | Buy |
15,890
+57
| +0.4% | +$3.49K | ﹤0.01% | 2546 |
|
|
2021
Q1 | $825K | Buy |
15,833
+3,157
| +25% | +$165K | ﹤0.01% | 2539 |
|
|
2020
Q4 | $688K | Buy |
12,676
+4,415
| +53% | +$240K | ﹤0.01% | 2486 |
|
|
2020
Q3 | $265K | Buy |
+8,261
| New | +$265K | ﹤0.01% | 2789 |
|