Essex Investment Management’s Phreesia PHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.88M | Sell |
101,230
-694
| -0.7% | -$19.8K | 0.52% | 74 |
|
|
2025
Q1 | $2.61M | Sell |
101,924
-814
| -0.8% | -$20.8K | 0.54% | 72 |
|
|
2024
Q4 | $2.58M | Sell |
102,738
-15,111
| -13% | -$380K | 0.46% | 98 |
|
|
2024
Q3 | $2.69M | Buy |
117,849
+36,406
| +45% | +$830K | 0.47% | 89 |
|
|
2024
Q2 | $1.73M | Buy |
81,443
+21,679
| +36% | +$460K | 0.32% | 117 |
|
|
2024
Q1 | $1.43M | Buy |
59,764
+1,102
| +2% | +$26.4K | 0.28% | 129 |
|
|
2023
Q4 | $1.36M | Sell |
58,662
-993
| -2% | -$23K | 0.27% | 132 |
|
|
2023
Q3 | $1.11M | Sell |
59,655
-33,576
| -36% | -$627K | 0.18% | 179 |
|
|
2023
Q2 | $2.89M | Buy |
93,231
+8,801
| +10% | +$273K | 0.4% | 80 |
|
|
2023
Q1 | $2.73M | Buy |
84,430
+7,469
| +10% | +$241K | 0.4% | 87 |
|
|
2022
Q4 | $2.49M | Buy |
76,961
+35,205
| +84% | +$1.14M | 0.39% | 81 |
|
|
2022
Q3 | $1.06M | Buy |
+41,756
| New | +$1.06M | 0.17% | 176 |
|