Cresset Asset Management’s ChargePoint CHPT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$138K Sell
9,776
-2,472
-20% -$34.8K ﹤0.01% 1550
2025
Q1
$148K Sell
12,248
-4,504
-27% -$54.5K ﹤0.01% 1553
2024
Q4
$358K Sell
16,752
-2,858
-15% -$61.2K ﹤0.01% 1232
2024
Q3
$537K Sell
19,610
-4,213
-18% -$115K ﹤0.01% 1450
2024
Q2
$719K Buy
23,823
+22,749
+2,118% +$687K ﹤0.01% 1217
2024
Q1
$40.8K Sell
1,074
-103
-9% -$3.91K ﹤0.01% 1845
2023
Q4
$55.1K Sell
1,177
-315
-21% -$14.7K ﹤0.01% 1752
2023
Q3
$148K Buy
1,492
+23
+2% +$2.29K ﹤0.01% 1637
2023
Q2
$258K Buy
+1,469
New +$258K ﹤0.01% 1463