WesMark Small Company Fund PHR Holdings History
WesMark Small Company Fund's Phreesia Inc Holding Summary
As of 2025-03-31, WesMark Small Company Fund held 46,000.00 shares of Phreesia Inc(PHR), totaling $1.18 Mil. This investment constitutes 0.93% of their stock portfolio, and WesMark Small Company Fund now holds 0.08% of the outstanding Phreesia Inc(PHR) stock.
The initial trade took place in 2024Q3. And since then WesMark Small Company Fund has made 2 purchases of PHR, at an average price of $22.51, for a total of 46,000.00 shares. Based on historical transaction data and PHR's current price of $27.02, WesMark Small Company Fund's estimated gain on his PHR holdings is $207,260.00, reflecting a 20.01% gain to date.
WesMark Small Company Fund PHR ($27.02) Holding Chart
WesMark Small Company Fund PHR ($27.02) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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