Kelleher Financial Advisors’s Enovix ENVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-40,686
Closed -$387K 130
2024
Q4
$387K Sell
40,686
-1,417
-3% -$13.5K 0.15% 81
2024
Q3
$344K Sell
42,103
-4,263
-9% -$34.8K 0.13% 90
2024
Q2
$627K Buy
46,366
+7,303
+19% +$98.8K 0.26% 55
2024
Q1
$274K Buy
39,063
+1,834
+5% +$12.9K 0.11% 103
2023
Q4
$408K Buy
37,229
+389
+1% +$4.26K 0.19% 66
2023
Q3
$405K Sell
36,840
-3,680
-9% -$40.4K 0.21% 68
2023
Q2
$640K Buy
40,520
+22,560
+126% +$356K 0.37% 48
2023
Q1
$234K Buy
+17,960
New +$234K 0.15% 88