Concord Wealth Partners’s ChargePoint CHPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-54
| Closed | -$1.15K | – | 842 |
|
|
2024
Q4 | $1.15K | Buy |
54
+4
| +8% | +$85 | ﹤0.01% | 777 |
|
|
2024
Q3 | $1.37K | Hold |
50
| – | – | ﹤0.01% | 792 |
|
|
2024
Q2 | $1.51K | Hold |
50
| – | – | ﹤0.01% | 687 |
|
|
2024
Q1 | $1.9K | Hold |
50
| – | – | ﹤0.01% | 753 |
|
|
2023
Q4 | $2.34K | Hold |
50
| – | – | ﹤0.01% | 699 |
|
|
2023
Q3 | $4.97K | Hold |
50
| – | – | ﹤0.01% | 718 |
|
|
2023
Q2 | $8.79K | Hold |
50
| – | – | ﹤0.01% | 624 |
|
|
2023
Q1 | $10.5K | Hold |
50
| – | – | ﹤0.01% | 587 |
|
|
2022
Q4 | $9.53K | Buy |
+50
| New | +$9.53K | ﹤0.01% | 643 |
|
|
2022
Q3 | – | Sell |
-50
| Closed | -$14K | – | 321 |
|
|
2022
Q2 | $14K | Hold |
50
| – | – | ﹤0.01% | 615 |
|
|
2022
Q1 | $20K | Buy |
+50
| New | +$20K | 0.01% | 628 |
|