Oppenheimer Asset Management’s Phreesia PHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251K | Buy |
8,803
+792
| +10% | +$22.5K | ﹤0.01% | 1026 |
|
|
2025
Q1 | $205K | Buy |
+8,011
| New | +$205K | ﹤0.01% | 1044 |
|
|
2023
Q3 | – | Sell |
-8,775
| Closed | -$272K | – | 1152 |
|
|
2023
Q2 | $272K | Sell |
8,775
-101
| -1% | -$3.13K | ﹤0.01% | 986 |
|
|
2023
Q1 | $287K | Buy |
8,876
+185
| +2% | +$5.97K | ﹤0.01% | 968 |
|
|
2022
Q4 | $281K | Sell |
8,691
-467
| -5% | -$15.1K | ﹤0.01% | 978 |
|
|
2022
Q3 | $233K | Sell |
9,158
-571
| -6% | -$14.5K | ﹤0.01% | 1014 |
|
|
2022
Q2 | $243K | Sell |
9,729
-328
| -3% | -$8.19K | ﹤0.01% | 1026 |
|
|
2022
Q1 | $265K | Buy |
10,057
+84
| +0.8% | +$2.21K | ﹤0.01% | 1053 |
|
|
2021
Q4 | $416K | Buy |
9,973
+414
| +4% | +$17.3K | 0.01% | 1008 |
|
|
2021
Q3 | $590K | Buy |
9,559
+89
| +0.9% | +$5.49K | 0.01% | 895 |
|
|
2021
Q2 | $581K | Buy |
9,470
+2,734
| +41% | +$168K | 0.01% | 908 |
|
|
2021
Q1 | $351K | Sell |
6,736
-431
| -6% | -$22.5K | 0.01% | 996 |
|
|
2020
Q4 | $389K | Buy |
+7,167
| New | +$389K | 0.01% | 940 |
|
|
2020
Q2 | – | Sell |
-911
| Closed | -$19K | – | 1330 |
|
|
2020
Q1 | $19K | Buy |
+911
| New | +$19K | ﹤0.01% | 1387 |
|