Petrus Trust Company’s Phreesia PHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Sell |
7,999
-17,366
| -68% | -$494K | 0.02% | 423 |
|
|
2025
Q1 | $648K | Buy |
+25,365
| New | +$648K | 0.06% | 116 |
|
|
2024
Q4 | – | Sell |
-12,244
| Closed | -$279K | – | 702 |
|
|
2024
Q3 | $279K | Buy |
+12,244
| New | +$279K | 0.03% | 427 |
|
|
2024
Q2 | – | Sell |
-13,546
| Closed | -$324K | – | 723 |
|
|
2024
Q1 | $324K | Sell |
13,546
-4,445
| -25% | -$106K | 0.03% | 401 |
|
|
2023
Q4 | $416K | Buy |
+17,991
| New | +$416K | 0.04% | 306 |
|
|
2023
Q3 | – | Sell |
-11,582
| Closed | -$359K | – | 699 |
|
|
2023
Q2 | $359K | Sell |
11,582
-4,333
| -27% | -$134K | 0.04% | 287 |
|
|
2023
Q1 | $514K | Buy |
+15,915
| New | +$514K | 0.06% | 85 |
|