Silvercrest Asset Management’s Phreesia PHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.8M | Buy |
485,613
+1,410
| +0.3% | +$40.1K | 0.09% | 263 |
|
|
2025
Q1 | $12.4M | Buy |
484,203
+89,851
| +23% | +$2.3M | 0.09% | 263 |
|
|
2024
Q4 | $9.92M | Buy |
394,352
+93,349
| +31% | +$2.35M | 0.07% | 300 |
|
|
2024
Q3 | $6.86M | Sell |
301,003
-152,731
| -34% | -$3.48M | 0.05% | 332 |
|
|
2024
Q2 | $9.62M | Buy |
453,734
+6,096
| +1% | +$129K | 0.07% | 267 |
|
|
2024
Q1 | $10.7M | Buy |
447,638
+19,454
| +5% | +$466K | 0.07% | 252 |
|
|
2023
Q4 | $9.91M | Buy |
428,184
+96,473
| +29% | +$2.23M | 0.07% | 247 |
|
|
2023
Q3 | $6.2M | Sell |
331,711
-197
| -0.1% | -$3.68K | 0.05% | 317 |
|
|
2023
Q2 | $10.3M | Buy |
331,908
+49,685
| +18% | +$1.54M | 0.07% | 232 |
|
|
2023
Q1 | $9.11M | Buy |
282,223
+65,801
| +30% | +$2.12M | 0.07% | 243 |
|
|
2022
Q4 | $7M | Sell |
216,422
-3,455
| -2% | -$112K | 0.05% | 277 |
|
|
2022
Q3 | $5.6M | Sell |
219,877
-5,388
| -2% | -$137K | 0.05% | 310 |
|
|
2022
Q2 | $5.63M | Buy |
225,265
+65,254
| +41% | +$1.63M | 0.04% | 307 |
|
|
2022
Q1 | $4.22M | Buy |
160,011
+1,985
| +1% | +$52.3K | 0.03% | 400 |
|
|
2021
Q4 | $6.58M | Buy |
158,026
+36,009
| +30% | +$1.5M | 0.04% | 336 |
|
|
2021
Q3 | $7.53M | Sell |
122,017
-34,943
| -22% | -$2.16M | 0.05% | 309 |
|
|
2021
Q2 | $9.62M | Buy |
+156,960
| New | +$9.62M | 0.06% | 283 |
|
|
2019
Q4 | – | Sell |
-55,452
| Closed | -$1.34M | – | 762 |
|
|
2019
Q3 | $1.34M | Buy |
+55,452
| New | +$1.34M | 0.01% | 508 |
|