Creative Planning’s ChargePoint CHPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Buy |
15,485
+13,776
| +806% | +$194K | ﹤0.01% | 3149 |
|
|
2025
Q1 | $20.7K | Sell |
1,709
-2,229
| -57% | -$27K | ﹤0.01% | 3378 |
|
|
2024
Q4 | $84.3K | Sell |
3,938
-6,312
| -62% | -$135K | ﹤0.01% | 3166 |
|
|
2024
Q3 | $281K | Buy |
10,250
+832
| +9% | +$22.8K | ﹤0.01% | 2571 |
|
|
2024
Q2 | $284K | Buy |
9,418
+5,685
| +152% | +$172K | ﹤0.01% | 2384 |
|
|
2024
Q1 | $142K | Buy |
3,733
+821
| +28% | +$31.2K | ﹤0.01% | 2626 |
|
|
2023
Q4 | $136K | Sell |
2,912
-144
| -5% | -$6.74K | ﹤0.01% | 2516 |
|
|
2023
Q3 | $304K | Sell |
3,056
-288
| -9% | -$28.6K | ﹤0.01% | 1926 |
|
|
2023
Q2 | $588K | Buy |
3,344
+417
| +14% | +$73.3K | ﹤0.01% | 1443 |
|
|
2023
Q1 | $613K | Sell |
2,927
-625
| -18% | -$131K | ﹤0.01% | 1340 |
|
|
2022
Q4 | $677K | Buy |
3,552
+834
| +31% | +$159K | ﹤0.01% | 1248 |
|
|
2022
Q3 | $802K | Buy |
2,718
+566
| +26% | +$167K | ﹤0.01% | 1054 |
|
|
2022
Q2 | $589K | Buy |
2,152
+434
| +25% | +$119K | ﹤0.01% | 1226 |
|
|
2022
Q1 | $683K | Buy |
+1,718
| New | +$683K | ﹤0.01% | 1168 |
|
|
2021
Q4 | – | Sell |
-581
| Closed | -$232K | – | 2092 |
|
|
2021
Q3 | $232K | Buy |
581
+8
| +1% | +$3.19K | ﹤0.01% | 1763 |
|
|
2021
Q2 | $398K | Sell |
573
-256
| -31% | -$178K | ﹤0.01% | 1395 |
|
|
2021
Q1 | $443K | Buy |
+829
| New | +$443K | ﹤0.01% | 1498 |
|