SG Americas Securities’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 | $3.84M | Buy |
457,925
+386,848
| +544% | +$5.12M | ﹤0.01% | 1129 |
|
|
2025
Q4 | $1.2M | Buy |
+71,077
| New | +$1.47M | ﹤0.01% | 1858 |
|
|
2025
Q3 | – | Sell |
-6,040
| Closed | -$172K | – | 3522 |
|
|
2025
Q2 | $172K | Sell |
6,040
-12,029
| -67% | -$305K | ﹤0.01% | 2360 |
|
|
2025
Q1 | $462K | Buy |
+18,069
| New | +$491K | ﹤0.01% | 1844 |
|
|
2024
Q4 | – | Sell |
-41,849
| Closed | -$954K | – | 3504 |
|
|
2024
Q3 | $954K | Buy |
+41,849
| New | +$980K | ﹤0.01% | 1118 |
|
|
2024
Q1 | – | Sell |
-7,244
| Closed | -$168K | – | 3328 |
|
|
2023
Q4 | $168K | Buy |
7,244
+171
| +2% | +$2.95K | ﹤0.01% | 2325 |
|
|
2023
Q3 | $132K | Buy |
+7,073
| New | +$190K | ﹤0.01% | 2600 |
|
|
2023
Q2 | – | Sell |
-10,284
| Closed | -$332K | – | 2964 |
|
|
2023
Q1 | $332K | Sell |
10,284
-4,391
| -30% | -$155K | ﹤0.01% | 2050 |
|
|
2022
Q4 | $475K | Buy |
14,675
+6,379
| +77% | +$173K | 0.01% | 1577 |
|
|
2022
Q3 | $211K | Sell |
8,296
-14,857
| -64% | -$371K | ﹤0.01% | 2286 |
|
|
2022
Q2 | $579K | Sell |
23,153
-6,953
| -23% | -$153K | 0.01% | 1836 |
|
|
2022
Q1 | $794K | Sell |
30,106
-13,118
| -30% | -$402K | 0.01% | 1587 |
|
|
2021
Q4 | $1.8M | Buy |
43,224
+26,044
| +152% | +$1.55M | 0.01% | 1171 |
|
|
2021
Q3 | $1.06M | Buy |
17,180
+7,126
| +71% | +$475K | 0.01% | 1866 |
|
|
2021
Q2 | $616K | Sell |
10,054
-10,333
| -51% | -$538K | ﹤0.01% | 1849 |
|
|
2021
Q1 | $1.06M | Buy |
+20,387
| New | +$1.28M | 0.01% | 1495 |
|
|
2020
Q4 | – | Sell |
-70,859
| Closed | -$2.28M | – | 3440 |
|
|
2020
Q3 | $2.28M | Buy |
+70,859
| New | +$2.11M | 0.01% | 668 |
|
|
2020
Q2 | – | Sell |
-9,600
| Closed | -$202K | – | 3811 |
|
|
2020
Q1 | $202K | Buy |
+9,600
| New | +$263K | ﹤0.01% | 2497 |
|
Other funds holding PHR
PFCS
VPM
VCM
AG
PM
