Masters Capital Management’s Enovix ENVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.7M | Buy |
2,285,714
+342,857
| +18% | +$3.1M | 0.81% | 8 |
|
|
2025
Q1 | $12.5M | Buy |
1,942,857
+342,857
| +21% | +$2.2M | 0.61% | 15 |
|
|
2024
Q4 | $15.2M | Sell |
1,600,000
-342,857
| -18% | -$3.26M | 0.56% | 15 |
|
|
2024
Q3 | $15.9M | Buy |
1,942,857
+800,000
| +70% | +$6.54M | 0.77% | 14 |
|
|
2024
Q2 | $15.5M | Sell |
1,142,857
-400,000
| -26% | -$5.41M | 0.87% | 15 |
|
|
2024
Q1 | $10.8M | Buy |
1,542,857
+57,143
| +4% | +$401K | 0.39% | 20 |
|
|
2023
Q4 | $16.3M | Buy |
1,485,714
+228,571
| +18% | +$2.5M | 0.67% | 17 |
|
|
2023
Q3 | $13.8M | Buy |
1,257,143
+114,286
| +10% | +$1.26M | 0.77% | 15 |
|
|
2023
Q2 | $18M | Hold |
1,142,857
| – | – | 0.72% | 12 |
|
|
2023
Q1 | $14.9M | Buy |
+1,142,857
| New | +$14.9M | 0.76% | 12 |
|