LWM
Liberty Wealth Management’s Enphase Energy ENPH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.14M | Buy |
129,616
+2
| +0% | +$79 | 0.81% | 34 |
|
|
2025
Q1 | $8.04M | Buy |
129,614
+7,722
| +6% | +$479K | 1.54% | 17 |
|
|
2024
Q4 | $8.37M | Sell |
121,892
-3
| -0% | -$206 | 1.4% | 20 |
|
|
2024
Q3 | $13.8M | Sell |
121,895
-77
| -0.1% | -$8.7K | 2.34% | 11 |
|
|
2024
Q2 | $12.2M | Buy |
121,972
+6,705
| +6% | +$669K | 2.23% | 12 |
|
|
2024
Q1 | $13.9M | Hold |
115,267
| – | – | 2.72% | 8 |
|
|
2023
Q4 | $15.2M | Buy |
115,267
+6,891
| +6% | +$911K | 3.27% | 7 |
|
|
2023
Q3 | $13M | Buy |
+108,376
| New | +$13M | 3.24% | 7 |
|