First Trust Advisors’s Phreesia PHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $87.7K | Sell |
10,467
-40,445
| -79% | -$535K | ﹤0.01% | 2590 |
|
|
2025
Q4 | $861K | Sell |
50,912
-124,098
| -71% | -$2.56M | ﹤0.01% | 2195 |
|
|
2025
Q3 | $4.12M | Buy |
175,010
+6,380
| +4% | +$174K | ﹤0.01% | 1478 |
|
|
2025
Q2 | $4.8M | Buy |
168,630
+23,086
| +16% | +$586K | ﹤0.01% | 1370 |
|
|
2025
Q1 | $3.72M | Buy |
145,544
+63,476
| +77% | +$1.73M | ﹤0.01% | 1470 |
|
|
2024
Q4 | $2.06M | Buy |
82,068
+61,898
| +307% | +$1.32M | ﹤0.01% | 1792 |
|
|
2024
Q3 | $460K | Sell |
20,170
-59,721
| -75% | -$1.4M | ﹤0.01% | 2189 |
|
|
2024
Q2 | $1.69M | Buy |
79,891
+47,371
| +146% | +$1.03M | ﹤0.01% | 1775 |
|
|
2024
Q1 | $778K | Buy |
+32,520
| New | +$808K | ﹤0.01% | 2040 |
|
|
2023
Q4 | – | Sell |
-40,118
| Closed | -$749K | – | 2413 |
|
|
2023
Q3 | $749K | Sell |
40,118
-33,146
| -45% | -$892K | ﹤0.01% | 2050 |
|
|
2023
Q2 | $2.27M | Sell |
73,264
-24,970
| -25% | -$782K | ﹤0.01% | 1638 |
|
|
2023
Q1 | $3.17M | Buy |
98,234
+38,844
| +65% | +$1.37M | ﹤0.01% | 1468 |
|
|
2022
Q4 | $1.92M | Buy |
59,390
+17,262
| +41% | +$469K | ﹤0.01% | 1713 |
|
|
2022
Q3 | $1.07M | Buy |
42,128
+29,258
| +227% | +$730K | ﹤0.01% | 1970 |
|
|
2022
Q2 | $322K | Buy |
12,870
+3,202
| +33% | +$70.5K | ﹤0.01% | 2289 |
|
|
2022
Q1 | $255K | Sell |
9,668
-26,024
| -73% | -$797K | ﹤0.01% | 2410 |
|
|
2021
Q4 | $1.49M | Sell |
35,692
-1,038
| -3% | -$61.7K | ﹤0.01% | 1909 |
|
|
2021
Q3 | $2.27M | Buy |
36,730
+2,794
| +8% | +$186K | ﹤0.01% | 1722 |
|
|
2021
Q2 | $2.08M | Sell |
33,936
-42,560
| -56% | -$2.22M | ﹤0.01% | 1797 |
|
|
2021
Q1 | $3.98M | Buy |
76,496
+5,799
| +8% | +$365K | ﹤0.01% | 1373 |
|
|
2020
Q4 | $3.84M | Buy |
+70,697
| New | +$3.03M | 0.01% | 1230 |
|
Other funds holding PHR
PFCS
VPM
VCM
AG
PM
