Carson Wealth (CWM LLC)’s Enphase Energy ENPH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$98K Sell
2,477
-7,544
-75% -$298K ﹤0.01% 2746
2025
Q1
$622K Buy
10,021
+3,954
+65% +$245K ﹤0.01% 1371
2024
Q4
$417K Buy
6,067
+1,206
+25% +$82.9K ﹤0.01% 1458
2024
Q3
$549K Sell
4,861
-687
-12% -$77.6K ﹤0.01% 1279
2024
Q2
$553K Buy
5,548
+358
+7% +$35.7K ﹤0.01% 1150
2024
Q1
$628K Buy
5,190
+912
+21% +$110K ﹤0.01% 1042
2023
Q4
$565K Buy
4,278
+238
+6% +$31.4K ﹤0.01% 1015
2023
Q3
$485K Buy
4,040
+239
+6% +$28.7K ﹤0.01% 984
2023
Q2
$637K Buy
3,801
+1,541
+68% +$258K ﹤0.01% 864
2023
Q1
$475K Buy
2,260
+569
+34% +$120K ﹤0.01% 902
2022
Q4
$448K Buy
1,691
+185
+12% +$49K ﹤0.01% 841
2022
Q3
$418K Buy
1,506
+299
+25% +$83K ﹤0.01% 802
2022
Q2
$236K Buy
1,207
+408
+51% +$79.8K ﹤0.01% 971
2022
Q1
$161K Buy
799
+572
+252% +$115K ﹤0.01% 1123
2021
Q4
$42K Buy
+227
New +$42K ﹤0.01% 1645
2021
Q2
$6K Hold
34
﹤0.01% 2278
2021
Q1
$6K Hold
34
﹤0.01% 2278
2020
Q4
$6K Hold
34
﹤0.01% 2278
2020
Q3
$6K Hold
34
﹤0.01% 2278
2020
Q2
$6K Hold
34
﹤0.01% 2278
2020
Q1
$6K Hold
34
﹤0.01% 2278
2019
Q4
$6K Hold
34
﹤0.01% 2278
2019
Q3
$6K Hold
34
﹤0.01% 2278
2019
Q2
$6K Hold
34
﹤0.01% 2278
2019
Q1
$6K Buy
+34
New +$6K ﹤0.01% 2278