CWM
Core Wealth Management’s ChargePoint CHPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.4K | Hold |
21,931
| – | – | 0.01% | 31 |
|
|
2025
Q1 | $13.3K | Hold |
21,931
| – | – | 0.01% | 31 |
|
|
2024
Q4 | $23.5K | Hold |
21,931
| – | – | 0.01% | 29 |
|
|
2024
Q3 | $33.1K | Hold |
21,931
| – | – | 0.01% | 28 |
|
|
2024
Q2 | $33.1K | Hold |
21,931
| – | – | 0.01% | 28 |
|
|
2024
Q1 | $41.7K | Buy |
21,931
+1,916
| +10% | +$3.64K | 0.02% | 23 |
|
|
2023
Q4 | $46.8K | Buy |
20,015
+6,380
| +47% | +$14.9K | 0.02% | 21 |
|
|
2023
Q3 | $67.8K | Hold |
13,635
| – | – | 0.04% | 19 |
|
|
2023
Q2 | $120K | Hold |
13,635
| – | – | 0.06% | 22 |
|
|
2023
Q1 | $143K | Buy |
+13,635
| New | +$143K | 0.08% | 19 |
|