M Holdings Securities’s Phreesia PHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $327K | Sell |
11,500
-1,500
| -12% | -$42.7K | 0.06% | 145 |
|
|
2025
Q1 | $332K | Sell |
13,000
-1,840
| -12% | -$47K | 0.06% | 135 |
|
|
2024
Q4 | $373K | Sell |
14,840
-160
| -1% | -$4.02K | 0.06% | 127 |
|
|
2024
Q3 | $342K | Sell |
15,000
-2,500
| -14% | -$57K | 0.09% | 83 |
|
|
2024
Q2 | $371K | Hold |
17,500
| – | – | 0.05% | 205 |
|
|
2024
Q1 | $419K | Sell |
17,500
-2,500
| -13% | -$59.9K | 0.07% | 121 |
|
|
2023
Q4 | $463K | Hold |
20,000
| – | – | 0.05% | 155 |
|
|
2023
Q3 | $374K | Sell |
20,000
-250
| -1% | -$4.68K | 0.05% | 174 |
|
|
2023
Q2 | $628K | Hold |
20,250
| – | – | 0.13% | 65 |
|
|
2023
Q1 | $654K | Hold |
20,250
| – | – | 0.07% | 148 |
|
|
2022
Q4 | $655K | Sell |
20,250
-900
| -4% | -$29.1K | 0.07% | 207 |
|
|
2022
Q3 | $539K | Hold |
21,150
| – | – | 0.06% | 233 |
|
|
2022
Q2 | $529K | Buy |
21,150
+1,585
| +8% | +$39.6K | 0.05% | 241 |
|
|
2022
Q1 | $516K | Buy |
+19,565
| New | +$516K | 0.04% | 289 |
|