Phreesia shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of Phreesia (PHR) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in Phreesia
Tip: Access up to 7 years of quarterly data
All positions including Phreesia held by Summit Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Phreesia by Summit Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $128k | 5.6k | 22.79 |
| 2024-06-30 | $106k | 5.0k | 21.20 |
| 2024-03-31 | $131k | 5.5k | 23.93 |
| 2023-12-31 | $127k | 5.5k | 23.15 |
| 2023-09-30 | $95k | 5.1k | 18.68 |
| 2023-06-30 | $124k | 4.0k | 31.01 |
| 2023-03-31 | $129k | 4.0k | 32.29 |
| 2022-12-31 | $133k | 3.7k | 35.53 |
| 2022-09-30 | $95k | 3.7k | 25.35 |
| 2022-06-30 | $93k | 3.7k | 24.82 |
| 2022-03-31 | $99k | 3.7k | 26.42 |
| 2021-12-31 | $156k | 3.7k | 41.63 |
| 2021-09-30 | $231k | 3.7k | 61.65 |
| 2021-06-30 | $183k | 3.0k | 61.22 |
| 2021-03-31 | $145k | 2.8k | 52.08 |
| 2020-12-31 | $151k | 2.8k | 54.24 |
| 2020-09-30 | $76k | 2.4k | 32.33 |
| 2020-06-30 | $66k | 2.4k | 28.07 |
| 2020-03-31 | $49k | 2.4k | 20.84 |
| 2019-12-31 | $23k | 851 | 27.03 |
| 2019-09-30 | $21k | 851 | 24.68 |
More positions owned by Summit Investment Advisors
View all positions for Summit Investment Advisors