Parallel 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 | $5.76K | Sell |
688
-31
| -4% | -$410 | ﹤0.01% | 2983 |
|
|
2025
Q4 | $12.2K | Buy |
719
+88
| +14% | +$1.82K | ﹤0.01% | 2526 |
|
|
2025
Q3 | $14.8K | Hold |
631
| – | – | ﹤0.01% | 2392 |
|
|
2025
Q2 | $18K | Sell |
631
-16
| -2% | -$406 | ﹤0.01% | 2247 |
|
|
2025
Q1 | $16.5K | Buy |
647
+5
| +0.8% | +$136 | ﹤0.01% | 2233 |
|
|
2024
Q4 | $16.2K | Buy |
642
+27
| +4% | +$577 | ﹤0.01% | 2237 |
|
|
2024
Q3 | $14K | Hold |
615
| – | – | ﹤0.01% | 2269 |
|
|
2024
Q2 | $13K | Hold |
615
| – | – | ﹤0.01% | 2209 |
|
|
2024
Q1 | $14.7K | Sell |
615
-400
| -39% | -$9.94K | ﹤0.01% | 2141 |
|
|
2023
Q4 | $23.5K | Buy |
1,015
+4
| +0.4% | +$69 | ﹤0.01% | 1834 |
|
|
2023
Q3 | $18.9K | Sell |
1,011
-28
| -3% | -$753 | ﹤0.01% | 1873 |
|
|
2023
Q2 | $32.2K | Sell |
1,039
-4
| -0.4% | -$125 | ﹤0.01% | 1616 |
|
|
2023
Q1 | $33.7K | Sell |
1,043
-201
| -16% | -$7.07K | ﹤0.01% | 1580 |
|
|
2022
Q4 | $40.3K | Buy |
1,244
+32
| +3% | +$869 | ﹤0.01% | 1371 |
|
|
2022
Q3 | $31K | Sell |
1,212
-10
| -0.8% | -$250 | ﹤0.01% | 1485 |
|
|
2022
Q2 | $31K | Sell |
1,222
-36
| -3% | -$793 | ﹤0.01% | 1471 |
|
|
2022
Q1 | $37K | Sell |
1,258
-14
| -1% | -$429 | ﹤0.01% | 1427 |
|
|
2021
Q4 | $53K | Sell |
1,272
-39
| -3% | -$2.32K | ﹤0.01% | 1288 |
|
|
2021
Q3 | $81K | Buy |
1,311
+110
| +9% | +$7.34K | ﹤0.01% | 1070 |
|
|
2021
Q2 | $74K | Hold |
1,201
| – | – | ﹤0.01% | 1054 |
|
|
2021
Q1 | $63K | Hold |
1,201
| – | – | ﹤0.01% | 1077 |
|
|
2020
Q4 | $65K | Hold |
1,201
| – | – | ﹤0.01% | 984 |
|
|
2020
Q3 | $39K | Buy |
+1,201
| New | +$35.8K | ﹤0.01% | 1166 |
|
Other funds holding PHR
PFCS
VPM
VCM
AG
PM
