NewEdge Advisors’s Phreesia PHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $425K | Sell |
14,945
-492
| -3% | -$14K | ﹤0.01% | 1794 |
|
|
2025
Q1 | $395K | Buy |
15,437
+11,181
| +263% | +$286K | ﹤0.01% | 1720 |
|
|
2024
Q4 | $107K | Buy |
4,256
+459
| +12% | +$11.5K | ﹤0.01% | 2257 |
|
|
2024
Q3 | $86.5K | Buy |
+3,797
| New | +$86.5K | ﹤0.01% | 2240 |
|
|
2024
Q2 | – | Sell |
-70
| Closed | -$1.68K | – | 3962 |
|
|
2024
Q1 | $1.68K | Hold |
70
| – | – | ﹤0.01% | 3410 |
|
|
2023
Q4 | $1.62K | Sell |
70
-8
| -10% | -$185 | ﹤0.01% | 3381 |
|
|
2023
Q3 | $1.46K | Hold |
78
| – | – | ﹤0.01% | 3110 |
|
|
2023
Q2 | $2.42K | Sell |
78
-1,237
| -94% | -$38.4K | ﹤0.01% | 3037 |
|
|
2023
Q1 | $42.5K | Sell |
1,315
-8
| -0.6% | -$258 | ﹤0.01% | 2068 |
|
|
2022
Q4 | $43 | Buy |
+1,323
| New | +$43 | ﹤0.01% | 3495 |
|