LA
Legacy Advisors’s Phreesia PHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-29,010
| Closed | -$741K | – | 304 |
|
|
2025
Q1 | $741K | Hold |
29,010
| – | – | 0.08% | 204 |
|
|
2024
Q4 | $730K | Hold |
29,010
| – | – | 0.07% | 207 |
|
|
2024
Q3 | $661K | Hold |
29,010
| – | – | 0.07% | 209 |
|
|
2024
Q2 | $615K | Hold |
29,010
| – | – | 0.07% | 188 |
|
|
2024
Q1 | $694K | Hold |
29,010
| – | – | 0.09% | 178 |
|
|
2023
Q4 | $672K | Buy |
29,010
+10,010
| +53% | +$232K | 0.09% | 169 |
|
|
2023
Q3 | $355K | Hold |
19,000
| – | – | 0.06% | 216 |
|
|
2023
Q2 | $589K | Hold |
19,000
| – | – | 0.09% | 159 |
|
|
2023
Q1 | $614K | Hold |
19,000
| – | – | 0.11% | 132 |
|
|
2022
Q4 | $615K | Hold |
19,000
| – | – | 0.11% | 129 |
|
|
2022
Q3 | $484K | Hold |
19,000
| – | – | 0.11% | 129 |
|
|
2022
Q2 | $475K | Hold |
19,000
| – | – | 0.1% | 125 |
|
|
2022
Q1 | $501K | Hold |
19,000
| – | – | 0.1% | 125 |
|
|
2021
Q4 | $792K | Hold |
19,000
| – | – | 0.29% | 48 |
|
|
2021
Q3 | $1.17M | Sell |
19,000
-1,999
| -10% | -$123K | 0.47% | 35 |
|
|
2021
Q2 | $1.29M | Hold |
20,999
| – | – | 0.52% | 35 |
|
|
2021
Q1 | $1.09M | Hold |
20,999
| – | – | 0.48% | 34 |
|
|
2020
Q4 | $1.14M | Sell |
20,999
-8,000
| -28% | -$434K | 0.65% | 32 |
|
|
2020
Q3 | $932K | Hold |
28,999
| – | – | 0.62% | 33 |
|
|
2020
Q2 | $820K | Buy |
+28,999
| New | +$820K | 0.65% | 33 |
|