Advisors Asset Management’s ChargePoint CHPT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,843
Closed -$60.8K 1506
2024
Q4
$60.8K Sell
2,843
-374
-12% -$8.01K ﹤0.01% 1295
2024
Q3
$88.1K Sell
3,217
-1,149
-26% -$31.5K ﹤0.01% 1243
2024
Q2
$132K Sell
4,366
-139
-3% -$4.2K ﹤0.01% 1170
2024
Q1
$171K Sell
4,505
-253
-5% -$9.61K ﹤0.01% 1162
2023
Q4
$223K Buy
4,758
+2,298
+93% +$108K ﹤0.01% 1095
2023
Q3
$245K Buy
2,460
+383
+18% +$38.1K 0.01% 1067
2023
Q2
$365K Buy
2,077
+521
+33% +$91.6K 0.01% 1009
2023
Q1
$326K Sell
1,556
-216
-12% -$45.2K 0.01% 1025
2022
Q4
$338K Buy
1,772
+16
+0.9% +$3.05K 0.01% 1026
2022
Q3
$519K Buy
1,756
+165
+10% +$48.8K 0.01% 915
2022
Q2
$435K Buy
1,591
+1
+0.1% +$273 0.01% 978
2022
Q1
$632K Buy
1,590
+564
+55% +$224K 0.01% 942
2021
Q4
$391K Buy
1,026
+936
+1,040% +$357K 0.01% 1074
2021
Q3
$36K Buy
+90
New +$36K ﹤0.01% 1423