Phreesia shares owned by Diversified Trust Company
Quarter-by-quarter ownership of Phreesia (PHR) shares owned by Diversified Trust Company
from 13F filings
Historical chart of Diversified Trust Company investment in Phreesia
Tip: Access up to 7 years of quarterly data
All positions including Phreesia held by Diversified Trust Company consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Phreesia by Diversified Trust Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 46k | 23.52 |
| 2025-06-30 | $1.3M | 45k | 28.46 |
| 2025-03-31 | $1.1M | 45k | 25.56 |
| 2024-12-31 | $613k | 24k | 25.16 |
| 2024-09-30 | $555k | 24k | 22.79 |
| 2024-06-30 | $457k | 22k | 21.20 |
| 2024-03-31 | $256k | 11k | 23.93 |
| 2021-03-31 | $279k | 5.4k | 52.06 |