GI
PHR icon

GAMMA Investing’s Phreesia PHR Stock Holding History

GAMMA Investing’s Portfolio PHR Stock Details PHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$36.3K Buy
3,526
+729
+26% +$6.77K ﹤0.01% 2517
2026
Q1 		$23.4K Buy
2,797
+2,758
+7,072% +$36.5K ﹤0.01% 2637
2025
Q4 		$660 Sell
39
-286
-88% -$5.9K ﹤0.01% 3874
2025
Q3 		$7.64K Buy
325
+109
+50% +$2.96K ﹤0.01% 3004
2025
Q2 		$6.15K Sell
216
-6
-3% -$152 ﹤0.01% 3037
2025
Q1 		$5.67K Buy
222
+169
+319% +$4.59K ﹤0.01% 3036
2024
Q4 		$1.33K Buy
53
+29
+121% +$620 ﹤0.01% 3339
2024
Q3 		$547 Sell
24
-277
-92% -$6.49K ﹤0.01% 3376
2024
Q2 		$6.38K Buy
301
+284
+1,671% +$6.16K ﹤0.01% 2464
2024
Q1 		$407 Hold
17
– – ﹤0.01% 3135
2023
Q4 		$433 Buy
+17
New +$293 ﹤0.01% 2993

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YIH
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NAM
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VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return