Sumitomo Mitsui Trust Group’s Phreesia PHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15,458
| Closed | -$352K | – | 1061 |
|
|
2024
Q3 | $352K | Sell |
15,458
-23,928
| -61% | -$545K | ﹤0.01% | 999 |
|
|
2024
Q2 | $835K | Hold |
39,386
| – | – | ﹤0.01% | 920 |
|
|
2024
Q1 | $943K | Hold |
39,386
| – | – | ﹤0.01% | 970 |
|
|
2023
Q4 | $912K | Buy |
39,386
+7,976
| +25% | +$185K | ﹤0.01% | 986 |
|
|
2023
Q3 | $587K | Buy |
31,410
+7,641
| +32% | +$143K | ﹤0.01% | 1030 |
|
|
2023
Q2 | $737K | Hold |
23,769
| – | – | ﹤0.01% | 1026 |
|
|
2023
Q1 | $768K | Sell |
23,769
-5,612
| -19% | -$181K | ﹤0.01% | 1025 |
|
|
2022
Q4 | $951K | Hold |
29,381
| – | – | ﹤0.01% | 1033 |
|
|
2022
Q3 | $749K | Hold |
29,381
| – | – | ﹤0.01% | 1065 |
|
|
2022
Q2 | $735K | Hold |
29,381
| – | – | ﹤0.01% | 1075 |
|
|
2022
Q1 | $774K | Buy |
29,381
+8,105
| +38% | +$214K | ﹤0.01% | 1074 |
|
|
2021
Q4 | $886K | Hold |
21,276
| – | – | ﹤0.01% | 1042 |
|
|
2021
Q3 | $1.31M | Sell |
21,276
-5,391
| -20% | -$333K | ﹤0.01% | 1001 |
|
|
2021
Q2 | $1.64M | Hold |
26,667
| – | – | ﹤0.01% | 978 |
|
|
2021
Q1 | $1.39M | Sell |
26,667
-307,770
| -92% | -$16M | ﹤0.01% | 976 |
|
|
2020
Q4 | $18.1M | Buy |
334,437
+148,171
| +80% | +$8.04M | 0.01% | 718 |
|
|
2020
Q3 | $5.99M | Buy |
186,266
+160,847
| +633% | +$5.17M | ﹤0.01% | 808 |
|
|
2020
Q2 | $719K | Buy |
+25,419
| New | +$719K | ﹤0.01% | 993 |
|