Van Berkom & Associates’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
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2024
Q3 | $37.9M | Sell |
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2024
Q2 | $89.9M | Sell |
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2024
Q1 | $102M | Sell |
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2023
Q4 | $108M | Buy |
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2023
Q3 | $77.6M | Buy |
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2023
Q2 | $78.5M | Buy |
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2023
Q1 | $74.1M | Buy |
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2022
Q4 | $72.1M | Buy |
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2022
Q3 | $50.5M | Buy |
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2022
Q2 | $59.6M | Buy |
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2022
Q1 | $78.3M | Sell |
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2021
Q4 | $88.7M | Sell |
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2021
Q3 | $99.1M | Sell |
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2021
Q2 | $105M | Sell |
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2021
Q1 | $123M | Buy |
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2020
Q4 | $116M | Sell |
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2020
Q3 | $115M | Sell |
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2020
Q2 | $110M | Buy |
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2020
Q1 | $79.7M | Buy |
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2019
Q4 | $95.9M | Buy |
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2019
Q3 | $780K | Buy |
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2019
Q2 | $81.8M | Sell |
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2019
Q1 | $84M | Sell |
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2018
Q4 | $66.5M | Buy |
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2018
Q3 | $77.4M | Sell |
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2018
Q2 | $71.3M | Buy |
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2018
Q1 | $73.8M | Sell |
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2017
Q4 | $66.8M | Sell |
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2017
Q3 | $70.3M | Sell |
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2017
Q2 | $65.5M | Buy |
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2017
Q1 | $49.1M | Buy |
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2016
Q4 | $42.9M | Buy |
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2016
Q3 | $28.2M | Buy |
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2016
Q2 | $24.5M | Buy |
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2016
Q1 | $10.3M | Buy |
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