Nisa Investment Advisors’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 | $7.12K | Sell |
850
-444
| -34% | -$5.87K | ﹤0.01% | 2354 |
|
|
2025
Q4 | $21.9K | Sell |
1,294
-365
| -22% | -$7.53K | ﹤0.01% | 1911 |
|
|
2025
Q3 | $39K | Hold |
1,659
| – | – | ﹤0.01% | 1706 |
|
|
2025
Q2 | $47.2K | Buy |
1,659
+64
| +4% | +$1.62K | ﹤0.01% | 1605 |
|
|
2025
Q1 | $40.8K | Buy |
1,595
+96
| +6% | +$2.61K | ﹤0.01% | 1644 |
|
|
2024
Q4 | $37.7K | Sell |
1,499
-88
| -6% | -$1.88K | ﹤0.01% | 1759 |
|
|
2024
Q3 | $36.2K | Sell |
1,587
-28
| -2% | -$656 | ﹤0.01% | 1724 |
|
|
2024
Q2 | $34.2K | Buy |
1,615
+44
| +3% | +$955 | ﹤0.01% | 1774 |
|
|
2024
Q1 | $37.6K | Buy |
1,571
+77
| +5% | +$1.91K | ﹤0.01% | 1725 |
|
|
2023
Q4 | $34.6K | Sell |
1,494
-515
| -26% | -$8.89K | ﹤0.01% | 1719 |
|
|
2023
Q3 | $37.5K | Sell |
2,009
-11
| -0.5% | -$296 | ﹤0.01% | 1813 |
|
|
2023
Q2 | $62.6K | Hold |
2,020
| – | – | ﹤0.01% | 1670 |
|
|
2023
Q1 | $65K | Sell |
2,020
-210
| -9% | -$7.39K | ﹤0.01% | 1634 |
|
|
2022
Q4 | $72K | Hold |
2,230
| – | – | ﹤0.01% | 1663 |
|
|
2022
Q3 | $61K | Buy |
2,230
+36
| +2% | +$898 | ﹤0.01% | 1668 |
|
|
2022
Q2 | $55K | Sell |
2,194
-7,706
| -78% | -$170K | ﹤0.01% | 1702 |
|
|
2022
Q1 | $261K | Buy |
9,900
+8,160
| +469% | +$250K | ﹤0.01% | 1275 |
|
|
2021
Q4 | $54K | Sell |
1,740
-400
| -19% | -$23.8K | ﹤0.01% | 1715 |
|
|
2021
Q3 | $132 | Buy |
2,140
+400
| +23% | +$26.7K | ﹤0.01% | 1579 |
|
|
2021
Q2 | $107 | Buy |
1,740
+290
| +20% | +$15.1K | ﹤0.01% | 1656 |
|
|
2021
Q1 | $76 | Hold |
1,450
| – | – | ﹤0.01% | 1873 |
|
|
2020
Q4 | $79K | Buy |
1,450
+200
| +16% | +$8.58K | ﹤0.01% | 1834 |
|
|
2020
Q3 | $40K | Buy |
+1,250
| New | +$37.2K | ﹤0.01% | 1887 |
|
Other funds holding PHR
PFCS
VPM
VCM
AG
PM
