Arkadios Wealth Advisors’s ChargePoint CHPT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-526	Closed	-$7.4K	–	1483
2025 Q2	$7.4K	Sell	526 -130	-20%	-$1.74K	﹤0.01%	1317
2025 Q1	$7.94K	Sell	656 -2	-0.3%	-$33	﹤0.01%	1133
2024 Q4	$14.1K	Sell	658 -87	-12%	-$2.15K	﹤0.01%	922
2024 Q3	$20.4K	Sell	745 -1	-0.1%	-$35	﹤0.01%	903
2024 Q2	$22.5K	Sell	746 -2	-0.3%	-$65	﹤0.01%	824
2024 Q1	$28.4K	Sell	748 -27	-3%	-$1.06K	﹤0.01%	692
2023 Q4	$36.3K	Sell	775 -925	-54%	-$51.7K	﹤0.01%	693
2023 Q3	$169K	Buy	1,700 +2	+0.1%	+$290	0.02%	627
2023 Q2	$298K	Sell	1,698 -77	-4%	-$13.5K	0.03%	446
2023 Q1	$372K	Sell	1,775 -15	-0.8%	-$3.27K	0.04%	376
2022 Q4	$341K	Sell	1,790 -302	-14%	-$73.4K	0.05%	369
2022 Q3	$618K	Sell	2,092 -133	-6%	-$40.4K	0.09%	235
2022 Q2	$609K	Buy	2,225 +4	+0.2%	+$1.11K	0.09%	249
2022 Q1	$883K	Sell	2,221 -147	-6%	-$45.3K	0.12%	205
2021 Q4	$902K	Buy	2,368 +2,100	+784%	+$931K	0.12%	203
2021 Q3	$107K	Buy	268 +166	+163%	+$77.3K	0.02%	672
2021 Q2	$70K	Buy	+102	New	+$54K	0.01%	822