Phreesia shares owned by Legacy Advisors
Historical chart of Legacy Advisors investment in Phreesia
Tip: Access up to 7 years of quarterly data
All positions including Phreesia held by Legacy Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Phreesia by Legacy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $682k | 29k | 23.52 |
| 2025-03-31 | $742k | 29k | 25.56 |
| 2024-12-31 | $730k | 29k | 25.16 |
| 2024-09-30 | $661k | 29k | 22.79 |
| 2024-06-30 | $615k | 29k | 21.20 |
| 2024-03-31 | $694k | 29k | 23.93 |
| 2023-12-31 | $672k | 29k | 23.15 |
| 2023-09-30 | $355k | 19k | 18.68 |
| 2023-06-30 | $589k | 19k | 31.01 |
| 2023-03-31 | $614k | 19k | 32.29 |
| 2022-12-31 | $615k | 19k | 32.36 |
| 2022-09-30 | $484k | 19k | 25.47 |
| 2022-06-30 | $475k | 19k | 25.00 |
| 2022-03-31 | $501k | 19k | 26.37 |
| 2021-12-31 | $792k | 19k | 41.68 |
| 2021-09-30 | $1.2M | 19k | 61.68 |
| 2021-06-30 | $1.3M | 21k | 61.29 |
| 2021-03-31 | $1.1M | 21k | 52.10 |
| 2020-12-31 | $1.1M | 21k | 54.24 |
| 2020-09-30 | $932k | 29k | 32.14 |
| 2020-06-30 | $820k | 29k | 28.28 |