Wellington Management Group’s Phreesia PHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-18,882
| Closed | -$611K | – | 2078 |
|
|
2022
Q4 | $611K | Buy |
18,882
+8,344
| +79% | +$270K | ﹤0.01% | 1770 |
|
|
2022
Q3 | $269K | Buy |
+10,538
| New | +$269K | ﹤0.01% | 1930 |
|
|
2022
Q2 | – | Sell |
-21,700
| Closed | -$572K | – | 2163 |
|
|
2022
Q1 | $572K | Sell |
21,700
-601
| -3% | -$15.8K | ﹤0.01% | 1879 |
|
|
2021
Q4 | $929K | Buy |
22,301
+67
| +0.3% | +$2.79K | ﹤0.01% | 1819 |
|
|
2021
Q3 | $1.37M | Hold |
22,234
| – | – | ﹤0.01% | 1752 |
|
|
2021
Q2 | $1.36M | Hold |
22,234
| – | – | ﹤0.01% | 1747 |
|
|
2021
Q1 | $1.16M | Buy |
22,234
+78
| +0.4% | +$4.06K | ﹤0.01% | 1703 |
|
|
2020
Q4 | $1.2M | Sell |
22,156
-387
| -2% | -$21K | ﹤0.01% | 1584 |
|
|
2020
Q3 | $724K | Sell |
22,543
-16,105
| -42% | -$517K | ﹤0.01% | 1636 |
|
|
2020
Q2 | $1.09M | Buy |
38,648
+17,934
| +87% | +$507K | ﹤0.01% | 1475 |
|
|
2020
Q1 | $436K | Sell |
20,714
-65
| -0.3% | -$1.37K | ﹤0.01% | 1725 |
|
|
2019
Q4 | $553K | Sell |
20,779
-88,761
| -81% | -$2.36M | ﹤0.01% | 1841 |
|
|
2019
Q3 | $2.66M | Buy |
+109,540
| New | +$2.66M | ﹤0.01% | 1509 |
|