Raymond James & Associates’s Phreesia PHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $392K | Buy |
17,196
+7,584
| +79% | +$173K | ﹤0.01% | 3231 |
|
|
2024
Q2 | $204K | Sell |
9,612
-2,283
| -19% | -$48.4K | ﹤0.01% | 3563 |
|
|
2024
Q1 | $285K | Buy |
11,895
+2,127
| +22% | +$50.9K | ﹤0.01% | 3371 |
|
|
2023
Q4 | $226K | Buy |
+9,768
| New | +$226K | ﹤0.01% | 3423 |
|
|
2023
Q3 | – | Sell |
-10,922
| Closed | -$339K | – | 3841 |
|
|
2023
Q2 | $339K | Hold |
10,922
| – | – | ﹤0.01% | 3149 |
|
|
2023
Q1 | $353K | Hold |
10,922
| – | – | ﹤0.01% | 3111 |
|
|
2022
Q4 | $353K | Buy |
10,922
+161
| +1% | +$5.21K | ﹤0.01% | 3101 |
|
|
2022
Q3 | $274K | Sell |
10,761
-209
| -2% | -$5.32K | ﹤0.01% | 3225 |
|
|
2022
Q2 | $274K | Buy |
10,970
+1,619
| +17% | +$40.4K | ﹤0.01% | 3272 |
|
|
2022
Q1 | $246K | Sell |
9,351
-8,793
| -48% | -$231K | ﹤0.01% | 3516 |
|
|
2021
Q4 | $756K | Sell |
18,144
-3,278
| -15% | -$137K | ﹤0.01% | 2799 |
|
|
2021
Q3 | $1.32M | Buy |
21,422
+2,647
| +14% | +$163K | ﹤0.01% | 2392 |
|
|
2021
Q2 | $1.15M | Sell |
18,775
-1
| -0% | -$61 | ﹤0.01% | 2489 |
|
|
2021
Q1 | $978K | Buy |
18,776
+138
| +0.7% | +$7.19K | ﹤0.01% | 2529 |
|
|
2020
Q4 | $1.01M | Buy |
18,638
+2,964
| +19% | +$161K | ﹤0.01% | 2331 |
|
|
2020
Q3 | $504K | Buy |
15,674
+2,421
| +18% | +$77.8K | ﹤0.01% | 2604 |
|
|
2020
Q2 | $375K | Buy |
+13,253
| New | +$375K | ﹤0.01% | 2777 |
|