Chevy Chase Trust’s Enphase Energy ENPH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-69,303	Closed	-$2.75M	–	632
2025 Q2	$2.75M	Sell	69,303 -173	-0.2%	-$7.99K	0.01%	552
2025 Q1	$4.31M	Sell	69,476 -1,422	-2%	-$90K	0.01%	522
2024 Q4	$4.87M	Sell	70,898 -1,708	-2%	-$136K	0.01%	513
2024 Q3	$8.21M	Sell	72,606 -1,672	-2%	-$187K	0.03%	446
2024 Q2	$7.41M	Sell	74,278 -888	-1%	-$103K	0.02%	443
2024 Q1	$9.09M	Sell	75,166 -1,192	-2%	-$139K	0.03%	422
2023 Q4	$10.1M	Sell	76,358 -367	-0.5%	-$38.9K	0.04%	393
2023 Q3	$9.22M	Sell	76,725 -2,193	-3%	-$312K	0.04%	376
2023 Q2	$13.2M	Sell	78,918 -70	-0.1%	-$12.5K	0.05%	328
2023 Q1	$16.6M	Buy	78,988 +810	+1%	+$175K	0.07%	274
2022 Q4	$20.7M	Sell	78,178 -4,535	-5%	-$1.32M	0.09%	226
2022 Q3	$23M	Buy	82,713 +1,170	+1%	+$316K	0.1%	195
2022 Q2	$15.9M	Buy	81,543 +1,018	+1%	+$184K	0.07%	274
2022 Q1	$16.2M	Sell	80,525 -385	-0.5%	-$60.5K	0.06%	308
2021 Q4	$14.8M	Sell	80,910 -1,745	-2%	-$364K	0.05%	333
2021 Q3	$12.4M	Sell	82,655 -3,815	-4%	-$655K	0.04%	368
2021 Q2	$15.9M	Sell	86,470 -120	-0.1%	-$17.6K	0.05%	314
2021 Q1	$14M	Buy	+86,590	New	+$15.5M	0.05%	338