Legacy 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 | – | Sell |
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2025
Q1 | $741K | Hold |
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2024
Q4 | $730K | Hold |
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2024
Q3 | $661K | Hold |
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2024
Q2 | $615K | Hold |
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2024
Q1 | $694K | Hold |
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2023
Q4 | $672K | Buy |
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2023
Q3 | $355K | Hold |
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2023
Q2 | $589K | Hold |
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2023
Q1 | $614K | Hold |
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2022
Q4 | $615K | Hold |
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2022
Q3 | $484K | Hold |
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2022
Q2 | $475K | Hold |
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2022
Q1 | $501K | Hold |
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2021
Q4 | $792K | Hold |
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2021
Q3 | $1.17M | Sell |
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2021
Q2 | $1.29M | Hold |
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2021
Q1 | $1.09M | Hold |
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2020
Q4 | $1.14M | Sell |
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2020
Q3 | $932K | Hold |
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2020
Q2 | $820K | Buy |
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