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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

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All positions including Phreesia held by Summit Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phreesia by Summit Investment Advisors

Quarter filed Position value Share count Share price at filing
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