UBS Group’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 | $2.14M | Buy |
255,799
+40,812
| +19% | +$540K | ﹤0.01% | 4910 |
|
|
2025
Q4 | $3.64M | Buy |
214,987
+16,529
| +8% | +$341K | ﹤0.01% | 4345 |
|
|
2025
Q3 | $4.67M | Sell |
198,458
-28,634
| -13% | -$779K | ﹤0.01% | 4115 |
|
|
2025
Q2 | $6.46M | Buy |
227,092
+145,681
| +179% | +$3.7M | ﹤0.01% | 3608 |
|
|
2025
Q1 | $2.08M | Sell |
81,411
-29,831
| -27% | -$811K | ﹤0.01% | 4669 |
|
|
2024
Q4 | $2.8M | Buy |
111,242
+71,592
| +181% | +$1.53M | ﹤0.01% | 4399 |
|
|
2024
Q3 | $904K | Buy |
39,650
+15,594
| +65% | +$365K | ﹤0.01% | 4744 |
|
|
2024
Q2 | $510K | Sell |
24,056
-29,532
| -55% | -$641K | ﹤0.01% | 4984 |
|
|
2024
Q1 | $1.28M | Sell |
53,588
-13,482
| -20% | -$335K | ﹤0.01% | 4389 |
|
|
2023
Q4 | $1.55M | Buy |
67,070
+26,979
| +67% | +$465K | ﹤0.01% | 4081 |
|
|
2023
Q3 | $749K | Sell |
40,091
-6,358
| -14% | -$171K | ﹤0.01% | 4341 |
|
|
2023
Q2 | $1.44M | Buy |
46,449
+16,261
| +54% | +$509K | ﹤0.01% | 3868 |
|
|
2023
Q1 | $975K | Buy |
30,188
+2,768
| +10% | +$97.4K | ﹤0.01% | 4119 |
|
|
2022
Q4 | $887K | Buy |
27,420
+17,690
| +182% | +$480K | ﹤0.01% | 4187 |
|
|
2022
Q3 | $248K | Buy |
9,730
+1,943
| +25% | +$48.5K | ﹤0.01% | 4905 |
|
|
2022
Q2 | $195K | Buy |
7,787
+3,465
| +80% | +$76.3K | ﹤0.01% | 4931 |
|
|
2022
Q1 | $114K | Sell |
4,322
-16,416
| -79% | -$503K | ﹤0.01% | 5814 |
|
|
2021
Q4 | $864K | Buy |
20,738
+17,388
| +519% | +$1.03M | ﹤0.01% | 4521 |
|
|
2021
Q3 | $207K | Buy |
3,350
+155
| +5% | +$10.3K | ﹤0.01% | 5286 |
|
|
2021
Q2 | $196K | Sell |
3,195
-10,532
| -77% | -$548K | ﹤0.01% | 5363 |
|
|
2021
Q1 | $715K | Buy |
13,727
+10,233
| +293% | +$645K | ﹤0.01% | 4573 |
|
|
2020
Q4 | $190K | Buy |
3,494
+2,799
| +403% | +$120K | ﹤0.01% | 5267 |
|
|
2020
Q3 | $22K | Sell |
695
-7,011
| -91% | -$209K | ﹤0.01% | 6241 |
|
|
2020
Q2 | $218K | Sell |
7,706
-6,215
| -45% | -$162K | ﹤0.01% | 4752 |
|
|
2020
Q1 | $293K | Buy |
13,921
+1,256
| +10% | +$34.4K | ﹤0.01% | 4423 |
|
|
2019
Q4 | $337K | Buy |
12,665
+3,788
| +43% | +$105K | ﹤0.01% | 5191 |
|
|
2019
Q3 | $215K | Buy |
+8,877
| New | +$234K | ﹤0.01% | 5196 |
|
Other funds holding PHR
PFCS
VPM
VCM
AG
PM
