SEI Investments’s Phreesia PHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.15M | Buy |
137,622
+23,560
| +21% | +$312K | ﹤0.01% | 2292 |
|
|
2025
Q4 | $1.93M | Sell |
114,062
-54,996
| -33% | -$1.13M | ﹤0.01% | 1869 |
|
|
2025
Q3 | $3.98M | Sell |
169,058
-73,651
| -30% | -$2M | ﹤0.01% | 1395 |
|
|
2025
Q2 | $6.91M | Buy |
242,709
+38,054
| +19% | +$966K | 0.01% | 1126 |
|
|
2025
Q1 | $5.23M | Buy |
204,655
+7,840
| +4% | +$213K | 0.01% | 1247 |
|
|
2024
Q4 | $4.95M | Buy |
196,815
+15,241
| +8% | +$326K | 0.01% | 1292 |
|
|
2024
Q3 | $4.14M | Buy |
181,574
+16,247
| +10% | +$380K | 0.01% | 1373 |
|
|
2024
Q2 | $3.5M | Buy |
165,327
+95,058
| +135% | +$2.06M | 0.01% | 1382 |
|
|
2024
Q1 | $1.68M | Sell |
70,269
-1,300
| -2% | -$32.3K | ﹤0.01% | 1692 |
|
|
2023
Q4 | $1.66M | Sell |
71,569
-61,129
| -46% | -$1.05M | ﹤0.01% | 1685 |
|
|
2023
Q3 | $2.48M | Sell |
132,698
-12,513
| -9% | -$337K | ﹤0.01% | 1499 |
|
|
2023
Q2 | $4.5M | Buy |
145,211
+51,020
| +54% | +$1.6M | 0.01% | 1242 |
|
|
2023
Q1 | $3.04M | Buy |
94,191
+27,350
| +41% | +$962K | 0.01% | 1428 |
|
|
2022
Q4 | $2.16M | Buy |
66,841
+28,665
| +75% | +$778K | ﹤0.01% | 1462 |
|
|
2022
Q3 | $973K | Buy |
38,176
+12,504
| +49% | +$312K | ﹤0.01% | 1809 |
|
|
2022
Q2 | $642K | Sell |
25,672
-2,489
| -9% | -$54.8K | ﹤0.01% | 2005 |
|
|
2022
Q1 | $742K | Buy |
28,161
+6,529
| +30% | +$200K | ﹤0.01% | 1912 |
|
|
2021
Q4 | $901K | Buy |
21,632
+2,023
| +10% | +$120K | ﹤0.01% | 1887 |
|
|
2021
Q3 | $1.21M | Buy |
19,609
+1,688
| +9% | +$113K | ﹤0.01% | 1711 |
|
|
2021
Q2 | $1.1M | Buy |
17,921
+1,386
| +8% | +$72.2K | ﹤0.01% | 1777 |
|
|
2021
Q1 | $861K | Sell |
16,535
-2,233
| -12% | -$141K | ﹤0.01% | 1815 |
|
|
2020
Q4 | $1.02M | Sell |
18,768
-15,369
| -45% | -$660K | ﹤0.01% | 1682 |
|
|
2020
Q3 | $1.1M | Buy |
34,137
+9,199
| +37% | +$274K | ﹤0.01% | 1559 |
|
|
2020
Q2 | $705K | Buy |
24,938
+1,546
| +7% | +$40.3K | ﹤0.01% | 1710 |
|
|
2020
Q1 | $492K | Buy |
23,392
+1,145
| +5% | +$31.4K | ﹤0.01% | 1746 |
|
|
2019
Q4 | $593K | Buy |
+22,247
| New | +$615K | ﹤0.01% | 1858 |
|
Other funds holding PHR
PFCS
VPM
VCM
AG
PM
