Morgan Stanley’s Phreesia PHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.11M | Buy |
729,709
+221,923
| +44% | +$2.94M | ﹤0.01% | 3981 |
|
|
2025
Q4 | $8.59M | Buy |
507,786
+132,590
| +35% | +$2.74M | ﹤0.01% | 3732 |
|
|
2025
Q3 | $8.82M | Buy |
375,196
+11,934
| +3% | +$325K | ﹤0.01% | 3655 |
|
|
2025
Q2 | $10.3M | Buy |
363,262
+155,943
| +75% | +$3.96M | ﹤0.01% | 3415 |
|
|
2025
Q1 | $5.3M | Sell |
207,319
-59,582
| -22% | -$1.62M | ﹤0.01% | 3881 |
|
|
2024
Q4 | $6.72M | Sell |
266,901
-81,120
| -23% | -$1.73M | ﹤0.01% | 3736 |
|
|
2024
Q3 | $7.93M | Buy |
348,021
+108,048
| +45% | +$2.53M | ﹤0.01% | 3613 |
|
|
2024
Q2 | $5.09M | Sell |
239,973
-38,041
| -14% | -$825K | ﹤0.01% | 3858 |
|
|
2024
Q1 | $6.65M | Sell |
278,014
-218,044
| -44% | -$5.42M | ﹤0.01% | 3681 |
|
|
2023
Q4 | $11.5M | Buy |
496,058
+321,212
| +184% | +$5.54M | ﹤0.01% | 3807 |
|
|
2023
Q3 | $3.27M | Sell |
174,846
-97,514
| -36% | -$2.62M | ﹤0.01% | 4046 |
|
|
2023
Q2 | $8.45M | Sell |
272,360
-5,077
| -2% | -$159K | ﹤0.01% | 3322 |
|
|
2023
Q1 | $8.96M | Buy |
277,437
+62,246
| +29% | +$2.19M | ﹤0.01% | 3241 |
|
|
2022
Q4 | $6.96M | Sell |
215,191
-21,315
| -9% | -$579K | ﹤0.01% | 3440 |
|
|
2022
Q3 | $6.03M | Buy |
236,506
+69,960
| +42% | +$1.75M | ﹤0.01% | 3517 |
|
|
2022
Q2 | $4.17M | Sell |
166,546
-11,552
| -6% | -$254K | ﹤0.01% | 3926 |
|
|
2022
Q1 | $4.69M | Sell |
178,098
-2,218
| -1% | -$68K | ﹤0.01% | 3759 |
|
|
2021
Q4 | $7.51M | Buy |
180,316
+41,696
| +30% | +$2.48M | ﹤0.01% | 3279 |
|
|
2021
Q3 | $8.55M | Sell |
138,620
-20,539
| -13% | -$1.37M | ﹤0.01% | 3076 |
|
|
2021
Q2 | $9.76M | Sell |
159,159
-103,773
| -39% | -$5.4M | ﹤0.01% | 3016 |
|
|
2021
Q1 | $13.7M | Sell |
262,932
-41,558
| -14% | -$2.62M | ﹤0.01% | 2320 |
|
|
2020
Q4 | $16.5M | Buy |
304,490
+259,548
| +578% | +$11.1M | ﹤0.01% | 1996 |
|
|
2020
Q3 | $1.44M | Sell |
44,942
-438,004
| -91% | -$13M | ﹤0.01% | 3938 |
|
|
2020
Q2 | $13.7M | Sell |
482,946
-205,122
| -30% | -$5.34M | ﹤0.01% | 1697 |
|
|
2020
Q1 | $14.5M | Buy |
688,068
+121,946
| +22% | +$3.34M | ﹤0.01% | 1506 |
|
|
2019
Q4 | $15.1M | Sell |
566,122
-5,252
| -0.9% | -$145K | ﹤0.01% | 1937 |
|
|
2019
Q3 | $13.9M | Buy |
+571,374
| New | +$15.1M | ﹤0.01% | 1807 |
|
Other funds holding PHR
PFCS
VPM
VCM
AG
PM