Atria Wealth Solutions’s ChargePoint CHPT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-549	Closed	-$6.65K	–	1521
2025 Q1	$6.65K	Hold	549	–	–	﹤0.01%	1851
2024 Q4	$11.8K	Sell	549 -5	-0.9%	-$124	﹤0.01%	1959
2024 Q3	$15.2K	Hold	554	–	–	﹤0.01%	1906
2024 Q2	$16.7K	Hold	554	–	–	﹤0.01%	1906
2024 Q1	$21.1K	Sell	554 -319	-37%	-$12.5K	﹤0.01%	1941
2023 Q4	$40.8K	Sell	873 -414	-32%	-$23.2K	﹤0.01%	1887
2023 Q3	$128K	Sell	1,287 -3	-0.2%	-$435	﹤0.01%	1758
2023 Q2	$227K	Buy	1,290 +18	+1%	+$3.15K	﹤0.01%	1621
2023 Q1	$266K	Buy	1,272 +56	+5%	+$12.2K	﹤0.01%	1490
2022 Q4	$232K	Sell	1,216 -1,510	-55%	-$367K	﹤0.01%	1521
2022 Q3	$805K	Buy	+2,726	New	+$827K	0.01%	801
2022 Q2	–	Sell	-2,975	Closed	-$824K	–	1669
2022 Q1	$1.18M	Buy	+2,975	New	+$918K	0.02%	666