Whittier Trust’s Enphase Energy ENPH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.68K | Sell |
93
-1
| -1% | -$40 | ﹤0.01% | 1375 |
|
|
2025
Q1 | $5.83K | Buy |
94
+11
| +13% | +$682 | ﹤0.01% | 1299 |
|
|
2024
Q4 | $5.7K | Sell |
83
-67
| -45% | -$4.6K | ﹤0.01% | 1351 |
|
|
2024
Q3 | $17K | Buy |
150
+35
| +30% | +$3.96K | ﹤0.01% | 1154 |
|
|
2024
Q2 | $11.5K | Buy |
115
+2
| +2% | +$199 | ﹤0.01% | 1226 |
|
|
2024
Q1 | $13.7K | Buy |
113
+45
| +66% | +$5.44K | ﹤0.01% | 1216 |
|
|
2023
Q4 | $8.98K | Sell |
68
-15
| -18% | -$1.98K | ﹤0.01% | 1249 |
|
|
2023
Q3 | $9.97K | Hold |
83
| – | – | ﹤0.01% | 1259 |
|
|
2023
Q2 | $13.9K | Hold |
83
| – | – | ﹤0.01% | 1200 |
|
|
2023
Q1 | $17.5K | Sell |
83
-234
| -74% | -$49.2K | ﹤0.01% | 1183 |
|
|
2022
Q4 | $84K | Buy |
317
+15
| +5% | +$3.97K | ﹤0.01% | 855 |
|
|
2022
Q3 | $84K | Sell |
302
-15
| -5% | -$4.17K | ﹤0.01% | 841 |
|
|
2022
Q2 | $62K | Sell |
317
-258
| -45% | -$50.5K | ﹤0.01% | 916 |
|
|
2022
Q1 | $116K | Sell |
575
-857
| -60% | -$173K | ﹤0.01% | 791 |
|
|
2021
Q4 | $262K | Hold |
1,432
| – | – | ﹤0.01% | 616 |
|
|
2021
Q3 | $215K | Buy |
1,432
+552
| +63% | +$82.9K | ﹤0.01% | 624 |
|
|
2021
Q2 | $162K | Hold |
880
| – | – | ﹤0.01% | 693 |
|
|
2021
Q1 | $143K | Hold |
880
| – | – | ﹤0.01% | 702 |
|
|
2020
Q4 | $154K | Buy |
880
+132
| +18% | +$23.1K | ﹤0.01% | 639 |
|
|
2020
Q3 | $62K | Buy |
+748
| New | +$62K | ﹤0.01% | 792 |
|