Principal Financial Group’s Phreesia PHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Sell |
61,241
-2,251
| -4% | -$64.1K | ﹤0.01% | 1819 |
|
|
2025
Q1 | $1.62M | Buy |
+63,492
| New | +$1.62M | ﹤0.01% | 1795 |
|
|
2023
Q2 | – | Sell |
-151,769
| Closed | -$4.9M | – | 2473 |
|
|
2023
Q1 | $4.9M | Buy |
+151,769
| New | +$4.9M | ﹤0.01% | 1534 |
|
|
2022
Q4 | – | Sell |
-11,984
| Closed | -$305K | – | 2522 |
|
|
2022
Q3 | $305K | Buy |
11,984
+1,263
| +12% | +$32.1K | ﹤0.01% | 2076 |
|
|
2022
Q2 | $268K | Sell |
10,721
-37,111
| -78% | -$928K | ﹤0.01% | 2217 |
|
|
2022
Q1 | $1.26M | Sell |
47,832
-16,298
| -25% | -$430K | ﹤0.01% | 1936 |
|
|
2021
Q4 | $2.67M | Sell |
64,130
-18,719
| -23% | -$780K | ﹤0.01% | 1816 |
|
|
2021
Q3 | $5.11M | Buy |
82,849
+4,789
| +6% | +$295K | ﹤0.01% | 1675 |
|
|
2021
Q2 | $4.79M | Buy |
78,060
+70,790
| +974% | +$4.34M | ﹤0.01% | 1727 |
|
|
2021
Q1 | $379K | Sell |
7,270
-1,147
| -14% | -$59.8K | ﹤0.01% | 2217 |
|
|
2020
Q4 | $457K | Buy |
+8,417
| New | +$457K | ﹤0.01% | 2134 |
|