WestEnd Advisors’s Enphase Energy ENPH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2	Closed	-$79	–	394
2025 Q2	$79	Hold	2	–	–	﹤0.01%	366
2025 Q1	$124	Buy	2 +1	+100%	+$63	﹤0.01%	356
2024 Q4	$69	Hold	1	–	–	﹤0.01%	331
2024 Q3	$113	Hold	1	–	–	﹤0.01%	358
2024 Q2	$100	Hold	1	–	–	﹤0.01%	329
2024 Q1	$121	Hold	1	–	–	﹤0.01%	295
2023 Q4	$132	Hold	1	–	–	﹤0.01%	262
2023 Q3	$120	Buy	+1	New	+$142	﹤0.01%	259
2023 Q1	–	Sell	-1	Closed	-$217	–	228
2022 Q4	$265	Hold	1	–	–	﹤0.01%	197
2022 Q3	$0	Hold	1	–	–	﹤0.01%	196
2022 Q2	$195	Buy	+1	New	+$181	﹤0.01%	220
2022 Q1	–	Sell	-1	Closed	-$157	–	234
2021 Q4	$182	Buy	+1	New	+$209	﹤0.01%	274
2021 Q3	–	Hold	0	–	–	–	284
2021 Q2	–	Hold	0	–	–	–	265