Simplex Trading’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 | $62K | Buy |
7,400
+3,800
| +106% | +$50.3K | ﹤0.01% | 5630 |
|
|
2025
Q4 | $60.9K | Buy |
3,600
+1,200
| +50% | +$24.8K | ﹤0.01% | 5483 |
|
|
2025
Q3 | $56K | Sell |
2,400
-400
| -14% | -$10.9K | ﹤0.01% | 6338 |
|
|
2025
Q2 | $79K | Sell |
2,800
-4,600
| -62% | -$117K | ﹤0.01% | 5460 |
|
|
2025
Q1 | $189K | Sell |
7,400
-500
| -6% | -$13.6K | ﹤0.01% | 4400 |
|
|
2024
Q4 | $198K | Sell |
7,900
-2,700
| -25% | -$57.7K | ﹤0.01% | 4531 |
|
|
2024
Q3 | $241K | Buy |
10,600
+2,200
| +26% | +$51.5K | ﹤0.01% | 4335 |
|
|
2024
Q2 | $178K | Sell |
8,400
-4,200
| -33% | -$91.1K | ﹤0.01% | 4769 |
|
|
2024
Q1 | $301K | Buy |
12,600
+700
| +6% | +$17.4K | ﹤0.01% | 4391 |
|
|
2023
Q4 | $275K | Buy |
11,900
+7,600
| +177% | +$131K | ﹤0.01% | 4324 |
|
|
2023
Q3 | $80K | Sell |
4,300
-3,300
| -43% | -$88.8K | ﹤0.01% | 5315 |
|
|
2023
Q2 | $235K | Sell |
7,600
-16,800
| -69% | -$526K | ﹤0.01% | 4114 |
|
|
2023
Q1 | $787K | Buy |
24,400
+21,700
| +804% | +$764K | ﹤0.01% | 2816 |
|
|
2022
Q4 | $87K | Buy |
2,700
+2,000
| +286% | +$54.3K | ﹤0.01% | 5250 |
|
|
2022
Q3 | $17K | Buy |
700
+300
| +75% | +$7.49K | ﹤0.01% | 7693 |
|
|
2022
Q2 | $10K | Buy |
400
+300
| +300% | +$6.61K | ﹤0.01% | 8303 |
|
|
2022
Q1 | $2K | Sell |
100
-4,400
| -98% | -$135K | ﹤0.01% | 9904 |
|
|
2021
Q4 | $187K | Buy |
4,500
+3,600
| +400% | +$214K | ﹤0.01% | 5301 |
|
|
2021
Q3 | $55K | Hold |
900
| – | – | ﹤0.01% | 7409 |
|
|
2021
Q2 | $55K | Buy |
900
+870
| +2,900% | +$45.3K | ﹤0.01% | 7537 |
|
|
2021
Q1 | $156K | Sell |
30
-80
| -73% | -$5.04K | ﹤0.01% | 5122 |
|
|
2020
Q4 | $596K | Buy |
110
+60
| +120% | +$2.58K | ﹤0.01% | 3190 |
|
|
2020
Q3 | $160K | Buy |
+50
| New | +$1.49K | ﹤0.01% | 4372 |
|
Other funds holding PHR
PFCS
VPM
VCM
AG
PM