Wells Fargo’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 | $712K | Sell |
85,018
-21,045
| -20% | -$278K | ﹤0.01% | 3947 |
|
|
2025
Q4 | $1.79M | Buy |
106,063
+43,007
| +68% | +$887K | ﹤0.01% | 3529 |
|
|
2025
Q3 | $1.48M | Buy |
63,056
+26,923
| +75% | +$732K | ﹤0.01% | 3536 |
|
|
2025
Q2 | $1.03M | Buy |
36,133
+6,327
| +21% | +$161K | ﹤0.01% | 3673 |
|
|
2025
Q1 | $762K | Buy |
29,806
+891
| +3% | +$24.2K | ﹤0.01% | 3821 |
|
|
2024
Q4 | $728K | Buy |
28,915
+9,476
| +49% | +$202K | ﹤0.01% | 3932 |
|
|
2024
Q3 | $443K | Buy |
19,439
+1,704
| +10% | +$39.9K | ﹤0.01% | 4084 |
|
|
2024
Q2 | $376K | Buy |
17,735
+98
| +0.6% | +$2.13K | ﹤0.01% | 4092 |
|
|
2024
Q1 | $422K | Buy |
17,637
+1,457
| +9% | +$36.2K | ﹤0.01% | 4002 |
|
|
2023
Q4 | $375K | Buy |
16,180
+3,679
| +29% | +$63.5K | ﹤0.01% | 4055 |
|
|
2023
Q3 | $234K | Sell |
12,501
-15,430
| -55% | -$415K | ﹤0.01% | 4260 |
|
|
2023
Q2 | $866K | Buy |
27,931
+14,273
| +105% | +$447K | ﹤0.01% | 3566 |
|
|
2023
Q1 | $441K | Buy |
13,658
+9,419
| +222% | +$331K | ﹤0.01% | 3932 |
|
|
2022
Q4 | $137K | Sell |
4,239
-1,825
| -30% | -$49.5K | ﹤0.01% | 4378 |
|
|
2022
Q3 | $154K | Sell |
6,064
-1,796
| -23% | -$44.8K | ﹤0.01% | 4373 |
|
|
2022
Q2 | $197K | Sell |
7,860
-163,338
| -95% | -$3.6M | ﹤0.01% | 4287 |
|
|
2022
Q1 | $4.51M | Sell |
171,198
-6,443
| -4% | -$197K | ﹤0.01% | 2533 |
|
|
2021
Q4 | $7.4M | Sell |
177,641
-569,934
| -76% | -$33.9M | ﹤0.01% | 2143 |
|
|
2021
Q3 | $46.1M | Buy |
747,575
+80,325
| +12% | +$5.36M | 0.01% | 1118 |
|
|
2021
Q2 | $40.9M | Buy |
667,250
+90,488
| +16% | +$4.71M | 0.01% | 1199 |
|
|
2021
Q1 | $30.1M | Sell |
576,762
-3,452
| -0.6% | -$217K | 0.01% | 1355 |
|
|
2020
Q4 | $31.5M | Buy |
580,214
+2,431
| +0.4% | +$104K | 0.01% | 1256 |
|
|
2020
Q3 | $18.6M | Buy |
577,783
+17,264
| +3% | +$514K | 0.01% | 1460 |
|
|
2020
Q2 | $15.9M | Buy |
560,519
+68,076
| +14% | +$1.77M | ﹤0.01% | 1514 |
|
|
2020
Q1 | $10.4M | Buy |
492,443
+14,661
| +3% | +$402K | ﹤0.01% | 1645 |
|
|
2019
Q4 | $12.7M | Buy |
477,782
+162,028
| +51% | +$4.48M | ﹤0.01% | 1786 |
|
|
2019
Q3 | $7.65M | Buy |
+315,754
| New | +$8.33M | ﹤0.01% | 2165 |
|
Other funds holding PHR
PFCS
VPM
VCM
AG
PM
