HSBC Holdings’s Phreesia PHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $556K | Buy |
19,711
+5,470
| +38% | +$154K | ﹤0.01% | 1655 |
|
|
2025
Q1 | $356K | Buy |
14,241
+1,177
| +9% | +$29.4K | ﹤0.01% | 1834 |
|
|
2024
Q4 | $333K | Buy |
13,064
+3,493
| +36% | +$89.1K | ﹤0.01% | 2024 |
|
|
2024
Q3 | $218K | Sell |
9,571
-4,165
| -30% | -$94.9K | ﹤0.01% | 2184 |
|
|
2024
Q2 | $301K | Buy |
+13,736
| New | +$301K | ﹤0.01% | 1925 |
|
|
2022
Q3 | – | Sell |
-11,445
| Closed | -$287K | – | 2692 |
|
|
2022
Q2 | $287K | Buy |
11,445
+349
| +3% | +$8.75K | ﹤0.01% | 2248 |
|
|
2022
Q1 | $300K | Buy |
11,096
+1,641
| +17% | +$44.4K | ﹤0.01% | 2391 |
|
|
2021
Q4 | $396K | Buy |
+9,455
| New | +$396K | ﹤0.01% | 2141 |
|
|
2021
Q3 | – | Sell |
-4,345
| Closed | -$265K | – | 2616 |
|
|
2021
Q2 | $265K | Buy |
+4,345
| New | +$265K | ﹤0.01% | 2166 |
|
|
2021
Q1 | – | Sell |
-19,493
| Closed | -$1.06M | – | 2535 |
|
|
2020
Q4 | $1.06M | Buy |
19,493
+3,503
| +22% | +$190K | ﹤0.01% | 1308 |
|
|
2020
Q3 | $512K | Sell |
15,990
-799
| -5% | -$25.6K | ﹤0.01% | 1547 |
|
|
2020
Q2 | $475K | Buy |
+16,789
| New | +$475K | ﹤0.01% | 1522 |
|
|
2020
Q1 | – | Sell |
-43,455
| Closed | -$1.16M | – | 2397 |
|
|
2019
Q4 | $1.16M | Sell |
43,455
-14,651
| -25% | -$389K | ﹤0.01% | 1285 |
|
|
2019
Q3 | $1.41M | Buy |
+58,106
| New | +$1.41M | ﹤0.01% | 1258 |
|