Cwm, LLC Phreesia, Inc. Transaction History

Cwm, LLC

$23.3 Billion
Q3 2024

A detailed history of Cwm, LLC transactions in Phreesia, Inc. stock. As of the latest transaction made, Cwm, LLC holds 278 shares of PHR stock, worth $5,148. This represents 0.0% of its overall portfolio holdings.

Number of Shares

278

Previous 257 8.17%

Holding current value

$5,148

Previous $5,000 20.0%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$18.82 - $26.01 $395 - $546	21 Added 8.17%	278 $6,000
Q2 2024 Jul 09, 2024	BUY	$18.54 - $24.31 $630 - $826	34 Added 15.25%	257 $5,000
Q1 2024 Apr 05, 2024	SELL	$22.04 - $28.86 $7,163 - $9,379	-325 Reduced 59.31%	223 $5,000
Q4 2023 Feb 01, 2024	SELL	$12.39 - $24.0 $9,094 - $17,616	-734 Reduced 57.25%	548 $13,000
Q3 2023 Oct 11, 2023	BUY	$17.64 - $34.52 $14,553 - $28,479	825 Added 180.53%	1,282 $24,000
Q2 2023 Aug 03, 2023	BUY	$28.01 - $34.23 $756 - $924	27 Added 6.28%	457 $14,000
Q4 2022 Feb 01, 2023	BUY	$22.29 - $35.34 $2,719 - $4,311	122 Added 39.61%	430 $14,000
Q2 2022 Jul 28, 2022	BUY	$13.72 - $30.31 $3,704 - $8,183	270 Added 710.53%	308 $8,000
Q1 2022 Apr 21, 2022	BUY	$23.5 - $42.96 $587 - $1,074	25 Added 192.31%	38 $1,000
Q4 2021 Jan 31, 2022	BUY	$39.92 - $74.89 $518 - $973	13 New	13 $1,000

Others Institutions Holding PHR

# of Institutions

214

Shares Held

49.9M

Call Options Held

424K

Put Options Held

641K

Brown Advisory Inc

5.69M
Shares

$105 Million
0.17% of portfolio
Black Rock Inc. New York, NY

5.1M
Shares

$94.4 Million
0.0% of portfolio
Vanguard Group Inc Valley Forge, PA

4.76M
Shares

$88.2 Million
0.0% of portfolio
Capital International Investors Los Angeles, CA

2.59M
Shares

$48 Million
0.01% of portfolio
Champlain Investment Partners, LLC Burlington, VT

2.5M
Shares

$46.4 Million
0.36% of portfolio

View Full List

About Phreesia, Inc.

Ticker PHR
Exchange NYSE
Sector Healthcare
Industry Health Information Services
Shares Outstandng 52,532,200
Market Cap $973M
Description
Phreesia, Inc. provides an integrated SaaS-based software and payment platform for the healthcare industry in the United States and Canada. Its Phreesia Platform offers a suite of solutions to manage the patient intake process, as well as an integrated payments solution for processing of patient payments. The company deploys its platform in a ra...

More about PHR

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