M Holdings Securities’s Phreesia PHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $327K | Sell |
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|
2025
Q1 | $332K | Sell |
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|
2024
Q4 | $373K | Sell |
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|
2024
Q3 | $342K | Sell |
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|
2024
Q2 | $371K | Hold |
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|
2024
Q1 | $419K | Sell |
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|
2023
Q4 | $463K | Hold |
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|
2023
Q3 | $374K | Sell |
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|
2023
Q2 | $628K | Hold |
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|
2023
Q1 | $654K | Hold |
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|
2022
Q4 | $655K | Sell |
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|
2022
Q3 | $539K | Hold |
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|
2022
Q2 | $529K | Buy |
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|
2022
Q1 | $516K | Buy |
|