CWM Advisors, LLC
- SEC CIK
- 0001670139
- Latest filing
- Aug 12, 2026
PHR holding history
Phreesia, Inc. in every 13F filed by CWM 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)
- 65,890
- Value
- $678.0K
- % of portfolio
- <0.1%
- Quarters held
- 8
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 65,890 | $678.0K | <0.1% | +1,808+2.8% | Added | Holders |
| Q1 2026 | 64,082 | $537.0K | <0.1% | +36,385+131.4% | Added | Holders |
| Q4 2025 | 27,697 | $468.6K | <0.1% | +8,528+44.5% | Added | Holders |
| Q3 2025 | 19,169 | $450.9K | <0.1% | +5,358+38.8% | Added | Holders |
| Q2 2025 | 13,811 | $393.1K | <0.1% | +225+1.7% | Added | Holders |
| Q1 2025 | 13,586 | $347.3K | <0.1% | −2,381−14.9% | Reduced | Holders |
| Q4 2024 | 15,967 | $401.7K | <0.1% | −2,296−12.6% | Reduced | Holders |
| Q3 2024 | 18,263 | $416.2K | <0.1% | +18,263 | New | Holders |