Wells Fargo’s Phreesia PHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
36,133
+6,327
| +21% | +$180K | ﹤0.01% | 3338 |
|
|
2025
Q1 | $762K | Buy |
29,806
+891
| +3% | +$22.8K | ﹤0.01% | 3421 |
|
|
2024
Q4 | $728K | Buy |
28,915
+9,476
| +49% | +$238K | ﹤0.01% | 3482 |
|
|
2024
Q3 | $443K | Buy |
19,439
+1,704
| +10% | +$38.8K | ﹤0.01% | 3716 |
|
|
2024
Q2 | $376K | Buy |
17,735
+98
| +0.6% | +$2.08K | ﹤0.01% | 3748 |
|
|
2024
Q1 | $422K | Buy |
17,637
+1,457
| +9% | +$34.9K | ﹤0.01% | 3658 |
|
|
2023
Q4 | $375K | Buy |
16,180
+3,679
| +29% | +$85.2K | ﹤0.01% | 3694 |
|
|
2023
Q3 | $234K | Sell |
12,501
-15,430
| -55% | -$288K | ﹤0.01% | 3958 |
|
|
2023
Q2 | $866K | Buy |
27,931
+14,273
| +105% | +$443K | ﹤0.01% | 3376 |
|
|
2023
Q1 | $441K | Buy |
13,658
+9,419
| +222% | +$304K | ﹤0.01% | 3687 |
|
|
2022
Q4 | $137K | Sell |
4,239
-1,825
| -30% | -$59.1K | ﹤0.01% | 4098 |
|
|
2022
Q3 | $154K | Sell |
6,064
-1,796
| -23% | -$45.6K | ﹤0.01% | 4090 |
|
|
2022
Q2 | $197K | Sell |
7,860
-163,338
| -95% | -$4.09M | ﹤0.01% | 4044 |
|
|
2022
Q1 | $4.51M | Sell |
171,198
-6,443
| -4% | -$170K | ﹤0.01% | 2395 |
|
|
2021
Q4 | $7.4M | Sell |
177,641
-569,934
| -76% | -$23.7M | ﹤0.01% | 2028 |
|
|
2021
Q3 | $46.1M | Buy |
747,575
+80,325
| +12% | +$4.96M | 0.01% | 1094 |
|
|
2021
Q2 | $40.9M | Buy |
667,250
+90,488
| +16% | +$5.55M | 0.01% | 1173 |
|
|
2021
Q1 | $30.1M | Sell |
576,762
-3,452
| -0.6% | -$180K | 0.01% | 1322 |
|
|
2020
Q4 | $31.5M | Buy |
580,214
+2,431
| +0.4% | +$132K | 0.01% | 1250 |
|
|
2020
Q3 | $18.6M | Buy |
577,783
+17,264
| +3% | +$555K | 0.01% | 1450 |
|
|
2020
Q2 | $15.9M | Buy |
560,519
+68,076
| +14% | +$1.93M | ﹤0.01% | 1503 |
|
|
2020
Q1 | $10.4M | Buy |
492,443
+14,661
| +3% | +$308K | ﹤0.01% | 1625 |
|
|
2019
Q4 | $12.7M | Buy |
477,782
+162,028
| +51% | +$4.32M | ﹤0.01% | 1779 |
|
|
2019
Q3 | $7.65M | Buy |
+315,754
| New | +$7.65M | ﹤0.01% | 2152 |
|