Skip to main content

GWM Advisors LLC

SEC CIK
0001633516
Latest filing
Aug 12, 2026

PHR holding history

Phreesia, Inc. in every 13F filed by GWM Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PHR overviewAll 13F holders of PHRFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q4 2022
Holdings of PHR by GWM Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−23,951−100.0%Sold outHolders
Q1 202623,951$200.7K<0.1%+23,950+2,395,000.0%AddedHolders
Q4 20251$17<0.1%00.0%UnchangedHolders
Q3 20251$24<0.1%−14,944−100.0%ReducedHolders
Q2 202514,945$425.3K<0.1%−492−3.2%ReducedHolders
Q1 202515,437$394.6K<0.1%+11,181+262.7%AddedHolders
Q4 20244,256$107.1K<0.1%+459+12.1%AddedHolders
Q3 20243,797$86.5K<0.1%+3,797NewHolders
Q2 20240$00.0%−70−100.0%Sold outHolders
Q1 202470$1.68K<0.1%00.0%UnchangedHolders
Q4 202370$1.62K<0.1%−8−10.3%ReducedHolders
Q3 202378$1.46K<0.1%00.0%UnchangedHolders
Q2 202378$2.42K<0.1%−1,237−94.1%ReducedHolders
Q1 20231,315$42.5K<0.1%−8−0.6%ReducedHolders
Q4 20221,323$43<0.1%+1,323NewHolders