IFP Advisors’s Phreesia PHR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.31K Buy
2025
Q1
Hold
2024
Q4
Hold
2023
Q4
Sell
2023
Q3
$560 Hold
2023
Q2
$930 Hold
2023
Q1
$752 Hold
2022
Q4
$1K Buy
2022
Q3
$1K Hold
2022
Q2
$1K Hold
2022
Q1
$1K Buy
2021
Q3
Hold
2021
Q2
Hold
2021
Q1
Hold
2020
Q4
Sell
2020
Q3
$11K Buy