Carson Wealth (CWM LLC)’s ChargePoint CHPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73K | Sell |
5,166
-5,743
| -53% | -$81.2K | ﹤0.01% | 2969 |
|
|
2025
Q1 | $132K | Buy |
10,909
+10,238
| +1,526% | +$124K | ﹤0.01% | 2191 |
|
|
2024
Q4 | $14K | Sell |
671
-75
| -10% | -$1.57K | ﹤0.01% | 3661 |
|
|
2024
Q3 | $20K | Buy |
746
+36
| +5% | +$965 | ﹤0.01% | 3344 |
|
|
2024
Q2 | $21K | Sell |
710
-31
| -4% | -$917 | ﹤0.01% | 3068 |
|
|
2024
Q1 | $28K | Buy |
741
+72
| +11% | +$2.72K | ﹤0.01% | 2664 |
|
|
2023
Q4 | $31K | Buy |
669
+33
| +5% | +$1.53K | ﹤0.01% | 2483 |
|
|
2023
Q3 | $63K | Sell |
636
-1,743
| -73% | -$173K | ﹤0.01% | 1925 |
|
|
2023
Q2 | $418K | Buy |
2,379
+804
| +51% | +$141K | ﹤0.01% | 992 |
|
|
2023
Q1 | $330K | Sell |
1,575
-1,049
| -40% | -$220K | ﹤0.01% | 1021 |
|
|
2022
Q4 | $500K | Buy |
2,624
+2,089
| +390% | +$398K | ﹤0.01% | 814 |
|
|
2022
Q3 | $158K | Buy |
535
+22
| +4% | +$6.5K | ﹤0.01% | 1141 |
|
|
2022
Q2 | $140K | Buy |
513
+112
| +28% | +$30.6K | ﹤0.01% | 1177 |
|
|
2022
Q1 | $160K | Buy |
401
+6
| +2% | +$2.39K | ﹤0.01% | 1130 |
|
|
2021
Q4 | $150K | Buy |
+395
| New | +$150K | ﹤0.01% | 1140 |
|
|
2021
Q2 | $70K | Hold |
100
| – | – | ﹤0.01% | 1262 |
|
|
2021
Q1 | $70K | Hold |
100
| – | – | ﹤0.01% | 1262 |
|
|
2020
Q4 | $70K | Hold |
100
| – | – | ﹤0.01% | 1262 |
|
|
2020
Q3 | $70K | Hold |
100
| – | – | ﹤0.01% | 1262 |
|
|
2020
Q2 | $70K | Hold |
100
| – | – | ﹤0.01% | 1262 |
|
|
2020
Q1 | $70K | Hold |
100
| – | – | ﹤0.01% | 1262 |
|
|
2019
Q4 | $70K | Hold |
100
| – | – | ﹤0.01% | 1262 |
|
|
2019
Q3 | $70K | Hold |
100
| – | – | ﹤0.01% | 1262 |
|
|
2019
Q2 | $70K | Hold |
100
| – | – | ﹤0.01% | 1262 |
|
|
2019
Q1 | $70K | Buy |
+100
| New | +$70K | ﹤0.01% | 1262 |
|