Stifel Financial’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
$891K Buy
2023
Q3
Sell
2023
Q2
$206K Sell
2023
Q1
$216K Buy
2022
Q1
Sell
2021
Q4
$319K Buy
2021
Q1
Sell
2020
Q4
$810K Buy