Atticus Wealth Management’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	-138	Closed	-$1.67K	–	681
2025 Q1	$1.67K	Hold	138	–	–	﹤0.01%	456
2024 Q4	$2.95K	Sell	138 -20	-13%	-$495	﹤0.01%	454
2024 Q3	$4.33K	Hold	158	–	–	﹤0.01%	436
2024 Q2	$4.77K	Hold	158	–	–	﹤0.01%	426
2024 Q1	$6K	Buy	158 +125	+379%	+$4.9K	﹤0.01%	434
2023 Q4	$1.54K	Hold	33	–	–	﹤0.01%	497
2023 Q3	$3.28K	Sell	33 -33	-50%	-$4.79K	﹤0.01%	473
2023 Q2	$11.6K	Sell	66 -69	-51%	-$12.1K	﹤0.01%	388
2023 Q1	$28.2K	Buy	135 +3	+2%	+$653	0.01%	294
2022 Q4	$25.1K	Buy	132 +99	+300%	+$24.1K	0.01%	316
2022 Q3	$9K	Hold	33	–	–	﹤0.01%	382
2022 Q2	$9K	Buy	33 +5	+18%	+$1.39K	﹤0.01%	413
2022 Q1	$11K	Buy	28 +22	+367%	+$6.79K	﹤0.01%	395
2021 Q4	$2K	Hold	6	–	–	﹤0.01%	410
2021 Q3	$2K	Sell	6 -144	-96%	-$67K	﹤0.01%	382
2021 Q2	$104K	Buy	+150	New	+$79.4K	0.05%	161