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 | $35.2K | Sell |
4,200
-900
| -18% | -$11.9K | ﹤0.01% | 6225 |
|
|
2025
Q4 | $86.3K | Sell |
5,100
-13,400
| -72% | -$276K | ﹤0.01% | 5145 |
|
|
2025
Q3 | $435K | Buy |
18,500
+3,500
| +23% | +$95.2K | ﹤0.01% | 3997 |
|
|
2025
Q2 | $426K | Buy |
15,000
+10,000
| +200% | +$254K | ﹤0.01% | 3673 |
|
|
2025
Q1 | $127K | Sell |
5,000
-4,700
| -48% | -$128K | ﹤0.01% | 4808 |
|
|
2024
Q4 | $244K | Sell |
9,700
-3,600
| -27% | -$76.9K | ﹤0.01% | 4307 |
|
|
2024
Q3 | $303K | Buy |
13,300
+4,900
| +58% | +$115K | ﹤0.01% | 4123 |
|
|
2024
Q2 | $178K | Sell |
8,400
-2,200
| -21% | -$47.7K | ﹤0.01% | 4770 |
|
|
2024
Q1 | $253K | Sell |
10,600
-42,300
| -80% | -$1.05M | ﹤0.01% | 4598 |
|
|
2023
Q4 | $1.22M | Buy |
52,900
+46,500
| +727% | +$802K | ﹤0.01% | 2824 |
|
|
2023
Q3 | $119K | Sell |
6,400
-100
| -2% | -$2.69K | ﹤0.01% | 4914 |
|
|
2023
Q2 | $201K | Buy |
+6,500
| New | +$203K | ﹤0.01% | 4287 |
|
|
2022
Q4 | – | Sell |
-10,200
| Closed | -$259K | – | 10125 |
|
|
2022
Q3 | $259K | Sell |
10,200
-200
| -2% | -$4.99K | ﹤0.01% | 4269 |
|
|
2022
Q2 | $260K | Buy |
10,400
+10,300
| +10,300% | +$227K | ﹤0.01% | 4288 |
|
|
2022
Q1 | $2K | Sell |
100
-100
| -50% | -$3.06K | ﹤0.01% | 9905 |
|
|
2021
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 9215 |
|
|
2021
Q3 | $12K | Hold |
200
| – | – | ﹤0.01% | 8832 |
|
|
2021
Q2 | $12K | Buy |
+200
| New | +$10.4K | ﹤0.01% | 8993 |
|
|
2020
Q4 | – | Sell |
-1
| Closed | -$3K | – | 8893 |
|
|
2020
Q3 | $3K | Sell |
1
-5
| -83% | -$149 | ﹤0.01% | 7306 |
|
|
2020
Q2 | $16K | Buy |
+6
| New | +$156 | ﹤0.01% | 6375 |
|
Other funds holding PHR
PFCS
VPM
VCM
AG
PM
