LNWWM
Laird Norton Wetherby Wealth Management’s Enphase Energy ENPH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Buy |
+6,035
| New | +$239K | 0.01% | 807 |
|
|
2024
Q4 | $325K | Buy |
4,739
+2,502
| +112% | +$172K | 0.02% | 675 |
|
|
2024
Q3 | $253K | Buy |
2,237
+184
| +9% | +$20.8K | 0.01% | 790 |
|
|
2024
Q2 | $205K | Sell |
2,053
-607
| -23% | -$60.5K | 0.01% | 841 |
|
|
2024
Q1 | $322K | Buy |
+2,660
| New | +$322K | 0.02% | 713 |
|
|
2023
Q3 | – | Sell |
-1,644
| Closed | -$275K | – | 912 |
|
|
2023
Q2 | $275K | Sell |
1,644
-498
| -23% | -$83.4K | 0.01% | 749 |
|
|
2023
Q1 | $450K | Sell |
2,142
-46
| -2% | -$9.67K | 0.03% | 574 |
|
|
2022
Q4 | $580K | Sell |
2,188
-44
| -2% | -$11.7K | 0.04% | 473 |
|
|
2022
Q3 | $619K | Buy |
2,232
+538
| +32% | +$149K | 0.04% | 419 |
|
|
2022
Q2 | $331K | Buy |
1,694
+301
| +22% | +$58.8K | 0.02% | 641 |
|
|
2022
Q1 | $281K | Sell |
1,393
-134
| -9% | -$27K | 0.02% | 729 |
|
|
2021
Q4 | $279K | Buy |
1,527
+170
| +13% | +$31.1K | 0.02% | 734 |
|
|
2021
Q3 | $204K | Buy |
+1,357
| New | +$204K | 0.01% | 836 |
|