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J. Safra Asset Management’s Phreesia PHR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$427 Sell
15
-1
-6% -$28 ﹤0.01% 308
2025
Q1
$409 Hold
16
﹤0.01% 290
2024
Q4
$412 Hold
16
﹤0.01% 328
2024
Q3
$364 Buy
+16
New +$364 ﹤0.01% 291