LPL Financial’s Phreesia PHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $590K | Buy |
20,714
+12,388
| +149% | +$353K | ﹤0.01% | 4183 |
|
|
2025
Q1 | $213K | Sell |
8,326
-250
| -3% | -$6.39K | ﹤0.01% | 4706 |
|
|
2024
Q4 | $216K | Buy |
+8,576
| New | +$216K | ﹤0.01% | 4654 |
|
|
2021
Q4 | – | Sell |
-4,858
| Closed | -$300K | – | 4406 |
|
|
2021
Q3 | $300K | Buy |
4,858
+429
| +10% | +$26.5K | ﹤0.01% | 3627 |
|
|
2021
Q2 | $271K | Buy |
+4,429
| New | +$271K | ﹤0.01% | 3649 |
|