MNBTD
Moody National Bank Trust Division’s Phreesia PHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.28M | Buy |
115,317
+18,652
| +19% | +$531K | 0.3% | 63 |
|
|
2025
Q1 | $2.47M | Sell |
96,665
-3,565
| -4% | -$91.1K | 0.26% | 78 |
|
|
2024
Q4 | $2.52M | Hold |
100,230
| – | – | 0.26% | 73 |
|
|
2024
Q3 | $2.28M | Buy |
100,230
+32,854
| +49% | +$749K | 0.24% | 93 |
|
|
2024
Q2 | $1.43M | Sell |
67,376
-3,668
| -5% | -$77.8K | 0.11% | 133 |
|
|
2024
Q1 | $1.7M | Buy |
71,044
+20,977
| +42% | +$502K | 0.13% | 107 |
|
|
2023
Q4 | $1.16M | Buy |
50,067
+8,021
| +19% | +$186K | 0.09% | 173 |
|
|
2023
Q3 | $785K | Buy |
42,046
+12,364
| +42% | +$231K | 0.05% | 273 |
|
|
2023
Q2 | $920K | Sell |
29,682
-15,818
| -35% | -$491K | 0.06% | 229 |
|
|
2023
Q1 | $1.47M | Buy |
45,500
+29,782
| +189% | +$962K | 0.13% | 144 |
|
|
2022
Q4 | $509K | Buy |
15,718
+3,760
| +31% | +$122K | 0.04% | 340 |
|
|
2022
Q3 | $305K | Buy |
+11,958
| New | +$305K | 0.03% | 459 |
|