Corient Private Wealth’s ChargePoint CHPT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$47.4K Buy
3,367
+1,223
+57% +$17.2K ﹤0.01% 2481
2025
Q1
$25.9K Sell
2,144
-1,144
-35% -$13.8K ﹤0.01% 2245
2024
Q4
$42.3K Buy
3,288
+1,618
+97% +$20.8K ﹤0.01% 2285
2024
Q3
$45.8K Sell
1,670
-877
-34% -$24K ﹤0.01% 2364
2024
Q2
$76.9K Buy
2,547
+126
+5% +$3.81K ﹤0.01% 2227
2024
Q1
$92K Sell
2,421
-3,676
-60% -$140K ﹤0.01% 2184
2023
Q4
$285K Buy
6,097
+4,867
+396% +$228K ﹤0.01% 1882
2023
Q3
$122K Buy
1,230
+460
+60% +$45.7K ﹤0.01% 1994
2023
Q2
$135K Sell
770
-48
-6% -$8.44K ﹤0.01% 1929
2023
Q1
$171K Sell
818
-19
-2% -$3.98K ﹤0.01% 1806
2022
Q4
$160K Buy
+837
New +$160K ﹤0.01% 1518