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