PA
Probity Advisors’s Phreesia PHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $376K | Buy |
13,211
+1,168
| +10% | +$33.2K | 0.07% | 179 |
|
|
2025
Q1 | $308K | Sell |
12,043
-31
| -0.3% | -$792 | 0.06% | 191 |
|
|
2024
Q4 | $304K | Buy |
+12,074
| New | +$304K | 0.06% | 193 |
|
|
2022
Q1 | – | Sell |
-5,029
| Closed | -$210K | – | 193 |
|
|
2021
Q4 | $210K | Sell |
5,029
-105
| -2% | -$4.39K | 0.04% | 189 |
|
|
2021
Q3 | $317K | Buy |
5,134
+15
| +0.3% | +$926 | 0.07% | 171 |
|
|
2021
Q2 | $314K | Buy |
5,119
+504
| +11% | +$30.9K | 0.07% | 164 |
|
|
2021
Q1 | $240K | Buy |
+4,615
| New | +$240K | 0.05% | 181 |
|