KeyBank National Association’s Phreesia PHR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$441K	Buy	+15,495	New	+$441K	﹤0.01%	821
2023 Q3	–	Sell	-10,689	Closed	-$331K	–	1060
2023 Q2	$331K	Buy	10,689 +3,870	+57%	+$120K	﹤0.01%	850
2023 Q1	$220K	Hold	6,819	–	–	﹤0.01%	990
2022 Q4	$221K	Buy	+6,819	New	+$221K	﹤0.01%	975