NPA
Nichols & Pratt Advisers’s Phreesia PHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-12,365
| Closed | -$296K | – | 106 |
|
|
2024
Q1 | $296K | Sell |
12,365
-19,025
| -61% | -$455K | 0.02% | 90 |
|
|
2023
Q4 | $727K | Sell |
31,390
-6,225
| -17% | -$144K | 0.05% | 74 |
|
|
2023
Q3 | $703K | Sell |
37,615
-23,585
| -39% | -$441K | 0.05% | 76 |
|
|
2023
Q2 | $1.9M | Sell |
61,200
-220
| -0.4% | -$6.82K | 0.14% | 56 |
|
|
2023
Q1 | $1.98M | Sell |
61,420
-1,000
| -2% | -$32.3K | 0.15% | 54 |
|
|
2022
Q4 | $2.02M | Buy |
62,420
+945
| +2% | +$30.6K | 0.16% | 54 |
|
|
2022
Q3 | $1.57M | Sell |
61,475
-20
| -0% | -$510 | 0.14% | 57 |
|
|
2022
Q2 | $1.54M | Buy |
61,495
+5,975
| +11% | +$149K | 0.13% | 58 |
|
|
2022
Q1 | $1.46M | Buy |
55,520
+10,880
| +24% | +$287K | 0.11% | 62 |
|
|
2021
Q4 | $1.86M | Buy |
44,640
+5,905
| +15% | +$246K | 0.13% | 61 |
|
|
2021
Q3 | $2.35M | Buy |
38,735
+9,660
| +33% | +$585K | 0.18% | 56 |
|
|
2021
Q2 | $1.78M | Buy |
29,075
+8,950
| +44% | +$549K | 0.13% | 58 |
|
|
2021
Q1 | $1.05M | Buy |
20,125
+2,425
| +14% | +$126K | 0.08% | 69 |
|
|
2020
Q4 | $960K | Buy |
+17,700
| New | +$960K | 0.08% | 69 |
|