UBS Group’s Phreesia PHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.46M | Buy |
227,092
+145,681
| +179% | +$4.15M | ﹤0.01% | 2844 |
|
|
2025
Q1 | $2.08M | Sell |
81,411
-29,831
| -27% | -$762K | ﹤0.01% | 3669 |
|
|
2024
Q4 | $2.8M | Buy |
111,242
+71,592
| +181% | +$1.8M | ﹤0.01% | 3447 |
|
|
2024
Q3 | $904K | Buy |
39,650
+15,594
| +65% | +$355K | ﹤0.01% | 3670 |
|
|
2024
Q2 | $510K | Sell |
24,056
-29,532
| -55% | -$626K | ﹤0.01% | 3907 |
|
|
2024
Q1 | $1.28M | Sell |
53,588
-13,482
| -20% | -$323K | ﹤0.01% | 3371 |
|
|
2023
Q4 | $1.55M | Buy |
67,070
+26,979
| +67% | +$625K | ﹤0.01% | 3075 |
|
|
2023
Q3 | $749K | Sell |
40,091
-6,358
| -14% | -$119K | ﹤0.01% | 3322 |
|
|
2023
Q2 | $1.44M | Buy |
46,449
+16,261
| +54% | +$504K | ﹤0.01% | 2972 |
|
|
2023
Q1 | $975K | Buy |
30,188
+2,768
| +10% | +$89.4K | ﹤0.01% | 3192 |
|
|
2022
Q4 | $887K | Buy |
27,420
+17,690
| +182% | +$572K | ﹤0.01% | 3240 |
|
|
2022
Q3 | $248K | Buy |
9,730
+1,943
| +25% | +$49.5K | ﹤0.01% | 3898 |
|
|
2022
Q2 | $195K | Buy |
7,787
+3,465
| +80% | +$86.8K | ﹤0.01% | 3957 |
|
|
2022
Q1 | $114K | Sell |
4,322
-16,416
| -79% | -$433K | ﹤0.01% | 4813 |
|
|
2021
Q4 | $864K | Buy |
20,738
+17,388
| +519% | +$724K | ﹤0.01% | 3553 |
|
|
2021
Q3 | $207K | Buy |
3,350
+155
| +5% | +$9.58K | ﹤0.01% | 4244 |
|
|
2021
Q2 | $196K | Sell |
3,195
-10,532
| -77% | -$646K | ﹤0.01% | 4345 |
|
|
2021
Q1 | $715K | Buy |
13,727
+10,233
| +293% | +$533K | ﹤0.01% | 3651 |
|
|
2020
Q4 | $190K | Buy |
3,494
+2,799
| +403% | +$152K | ﹤0.01% | 4301 |
|
|
2020
Q3 | $22K | Sell |
695
-7,011
| -91% | -$222K | ﹤0.01% | 5378 |
|
|
2020
Q2 | $218K | Sell |
7,706
-6,215
| -45% | -$176K | ﹤0.01% | 3959 |
|
|
2020
Q1 | $293K | Buy |
13,921
+1,256
| +10% | +$26.4K | ﹤0.01% | 3623 |
|
|
2019
Q4 | $337K | Buy |
12,665
+3,788
| +43% | +$101K | ﹤0.01% | 4216 |
|
|
2019
Q3 | $215K | Buy |
+8,877
| New | +$215K | ﹤0.01% | 4312 |
|