WoodTrust Financial’s Phreesia PHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-31,000
| Closed | -$706K | – | 186 |
|
|
2024
Q3 | $706K | Hold |
31,000
| – | – | 0.1% | 98 |
|
|
2024
Q2 | $658K | Hold |
31,000
| – | – | 0.1% | 102 |
|
|
2024
Q1 | $742 | Buy |
31,000
+14,500
| +88% | +$347 | 0.12% | 99 |
|
|
2023
Q4 | $382K | Buy |
+16,500
| New | +$382K | 0.07% | 116 |
|
|
2023
Q3 | – | Sell |
-9,250
| Closed | -$287K | – | 158 |
|
|
2023
Q2 | $287K | Buy |
+9,250
| New | +$287K | 0.05% | 122 |
|
|
2022
Q2 | – | Sell |
-14,350
| Closed | -$379K | – | 156 |
|
|
2022
Q1 | $379K | Sell |
14,350
-2,250
| -14% | -$59.4K | 0.08% | 111 |
|
|
2021
Q4 | $692K | Buy |
16,600
+8,950
| +117% | +$373K | 0.14% | 84 |
|
|
2021
Q3 | $472K | Buy |
7,650
+3,450
| +82% | +$213K | 0.11% | 93 |
|
|
2021
Q2 | $258K | Buy |
+4,200
| New | +$258K | 0.07% | 116 |
|