Grantham, Mayo, Van Otterloo & Co (GMO)’s Enphase Energy ENPH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.6M | Sell |
518,656
-63,684
| -11% | -$2.53M | 0.06% | 171 |
|
|
2025
Q1 | $36.1M | Buy |
582,340
+64,841
| +13% | +$4.02M | 0.11% | 115 |
|
|
2024
Q4 | $35.5M | Buy |
517,499
+35,751
| +7% | +$2.46M | 0.12% | 115 |
|
|
2024
Q3 | $54.4M | Sell |
481,748
-17,036
| -3% | -$1.93M | 0.17% | 73 |
|
|
2024
Q2 | $49.7M | Buy |
498,784
+1,927
| +0.4% | +$192K | 0.17% | 75 |
|
|
2024
Q1 | $60.1M | Buy |
496,857
+56,914
| +13% | +$6.89M | 0.22% | 64 |
|
|
2023
Q4 | $58.1M | Buy |
439,943
+205,856
| +88% | +$27.2M | 0.26% | 64 |
|
|
2023
Q3 | $28.1M | Buy |
234,087
+125,587
| +116% | +$15.1M | 0.13% | 141 |
|
|
2023
Q2 | $18.2M | Buy |
+108,500
| New | +$18.2M | 0.08% | 189 |
|
|
2021
Q3 | – | Sell |
-59,092
| Closed | -$10.9M | – | 705 |
|
|
2021
Q2 | $10.9M | Buy |
59,092
+20,642
| +54% | +$3.79M | 0.05% | 240 |
|
|
2021
Q1 | $6.24M | Sell |
38,450
-34,507
| -47% | -$5.6M | 0.03% | 284 |
|
|
2020
Q4 | $12.8M | Buy |
+72,957
| New | +$12.8M | 0.08% | 175 |
|