Atria Wealth Solutions’s ChargePoint CHPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-549
| Closed | -$6.65K | – | 1519 |
|
|
2025
Q1 | $6.65K | Hold |
549
| – | – | ﹤0.01% | 1842 |
|
|
2024
Q4 | $11.8K | Sell |
549
-5
| -0.9% | -$107 | ﹤0.01% | 1930 |
|
|
2024
Q3 | $15.2K | Hold |
554
| – | – | ﹤0.01% | 1888 |
|
|
2024
Q2 | $16.7K | Hold |
554
| – | – | ﹤0.01% | 1882 |
|
|
2024
Q1 | $21.1K | Sell |
554
-319
| -37% | -$12.1K | ﹤0.01% | 1927 |
|
|
2023
Q4 | $40.8K | Sell |
873
-414
| -32% | -$19.4K | ﹤0.01% | 1875 |
|
|
2023
Q3 | $128K | Sell |
1,287
-3
| -0.2% | -$298 | ﹤0.01% | 1746 |
|
|
2023
Q2 | $227K | Buy |
1,290
+18
| +1% | +$3.16K | ﹤0.01% | 1614 |
|
|
2023
Q1 | $266K | Buy |
1,272
+56
| +5% | +$11.7K | ﹤0.01% | 1483 |
|
|
2022
Q4 | $232K | Sell |
1,216
-1,510
| -55% | -$288K | ﹤0.01% | 1513 |
|
|
2022
Q3 | $805K | Buy |
+2,726
| New | +$805K | 0.01% | 798 |
|
|
2022
Q2 | – | Sell |
-2,975
| Closed | -$1.18M | – | 1637 |
|
|
2022
Q1 | $1.18M | Buy |
+2,975
| New | +$1.18M | 0.02% | 666 |
|