A detailed history of M Holdings Securities, Inc. transactions in Phreesia, Inc. stock. As of the latest transaction made, M Holdings Securities, Inc. holds 17,500 shares of PHR stock, worth $353,500. This represents 0.07% of its overall portfolio holdings.

Number of Shares
17,500
Previous 20,000 12.5%
Holding current value
$353,500
Previous $463,000 9.5%
% of portfolio
0.07%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

SELL
$22.04 - $28.86 $55,100 - $72,150
-2,500 Reduced 12.5%
17,500 $419,000
Q3 2023

Feb 14, 2024

SELL
$17.64 - $34.52 $4,410 - $8,630
-250 Reduced 1.23%
20,000 $374,000
Q4 2022

Feb 10, 2023

SELL
$22.29 - $35.34 $20,061 - $31,806
-900 Reduced 4.26%
20,250 $655,000
Q2 2022

Aug 16, 2022

BUY
$13.72 - $30.31 $21,746 - $48,041
1,585 Added 8.1%
21,150 $529,000
Q1 2022

May 24, 2022

BUY
$23.5 - $42.96 $459,777 - $840,512
19,565 New
19,565 $516,000

Others Institutions Holding PHR

About Phreesia, Inc.


  • Ticker PHR
  • Exchange NYSE
  • Sector Healthcare
  • Industry Health Information Services
  • Shares Outstandng 52,532,200
  • Market Cap $1.06B
  • 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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