Moody National Bank Trust Division’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
$2.81M Buy
2025
Q2
$3.28M Buy
2025
Q1
$2.47M Sell
2024
Q4
$2.52M Hold
2024
Q3
$2.28M Buy
2024
Q2
$1.43M Sell
2024
Q1
$1.7M Buy
2023
Q4
$1.16M Buy
2023
Q3
$785K Buy
2023
Q2
$920K Sell
2023
Q1
$1.47M Buy
2022
Q4
$509K Buy
2022
Q3
$305K Buy