Putnam Investments’s Phreesia PHR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $1.21M | Buy |
52,144
+15,376
| +42% | +$356K | ﹤0.01% | 822 |
|
2023
Q3 | $687K | Buy |
36,768
+888
| +2% | +$16.6K | ﹤0.01% | 882 |
|
2023
Q2 | $1.11M | Sell |
35,880
-1,117
| -3% | -$34.6K | ﹤0.01% | 831 |
|
2023
Q1 | $1.19M | Buy |
+36,997
| New | +$1.19M | ﹤0.01% | 834 |
|
2022
Q1 | – | Sell |
-116,635
| Closed | -$4.86M | – | 1239 |
|
2021
Q4 | $4.86M | Sell |
116,635
-36,587
| -24% | -$1.52M | 0.01% | 543 |
|
2021
Q3 | $9.45M | Sell |
153,222
-2,664
| -2% | -$164K | 0.01% | 377 |
|
2021
Q2 | $9.56M | Hold |
155,886
| – | – | 0.01% | 382 |
|
2021
Q1 | $8.12M | Sell |
155,886
-23,562
| -13% | -$1.23M | 0.01% | 415 |
|
2020
Q4 | $9.74M | Buy |
179,448
+14,062
| +9% | +$763K | 0.02% | 372 |
|
2020
Q3 | $5.31M | Buy |
165,386
+13,836
| +9% | +$445K | 0.01% | 468 |
|
2020
Q2 | $4.29M | Buy |
151,550
+399
| +0.3% | +$11.3K | 0.01% | 500 |
|
2020
Q1 | $3.18M | Sell |
151,151
-475
| -0.3% | -$9.99K | 0.01% | 519 |
|
2019
Q4 | $4.04M | Buy |
151,626
+44,201
| +41% | +$1.18M | 0.01% | 563 |
|
2019
Q3 | $2.6M | Buy |
+107,425
| New | +$2.6M | 0.01% | 671 |
|