Corient Private Wealth
CHPT icon

Corient Private Wealth’s ChargePoint CHPT Stock Holding History

Corient Private Wealth’s Portfolio CHPT Stock Details CHPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3,367
Closed -$47.4K – 2576
2025
Q2 		$47.4K Buy
3,367
+1,223
+57% +$16.4K ﹤0.01% 2386
2025
Q1 		$25.9K Sell
2,144
-1,144
-35% -$19.1K ﹤0.01% 2250
2024
Q4 		$42.3K Buy
3,288
+1,618
+97% +$40K ﹤0.01% 2289
2024
Q3 		$45.8K Sell
1,670
-877
-34% -$30.5K ﹤0.01% 2405
2024
Q2 		$76.9K Buy
2,547
+126
+5% +$4.1K ﹤0.01% 2233
2024
Q1 		$92K Sell
2,421
-3,676
-60% -$144K ﹤0.01% 2191
2023
Q4 		$285K Buy
6,097
+4,867
+396% +$272K ﹤0.01% 1884
2023
Q3 		$122K Buy
1,230
+460
+60% +$66.7K ﹤0.01% 1999
2023
Q2 		$135K Sell
770
-48
-6% -$8.41K ﹤0.01% 1942
2023
Q1 		$171K Sell
818
-19
-2% -$4.14K ﹤0.01% 1817
2022
Q4 		$160K Buy
+837
New +$203K ﹤0.01% 1522

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