Envestnet Asset Management’s ChargePoint CHPT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,836	Closed	-$25.8K	–	4532
2025 Q2	$25.8K	Sell	1,836 -125	-6%	-$1.68K	﹤0.01%	4407
2025 Q1	$23.7K	Buy	1,961 +176	+10%	+$2.93K	﹤0.01%	4324
2024 Q4	$38.2K	Sell	1,785 -2,212	-55%	-$54.7K	﹤0.01%	4271
2024 Q3	$110K	Buy	3,997 +93	+2%	+$3.23K	﹤0.01%	4127
2024 Q2	$118K	Sell	3,904 -3,382	-46%	-$110K	﹤0.01%	4035
2024 Q1	$277K	Buy	7,286 +2,445	+51%	+$95.9K	﹤0.01%	3766
2023 Q4	$227K	Buy	4,841 +388	+9%	+$21.7K	﹤0.01%	3767
2023 Q3	$443K	Buy	4,453 +1,416	+47%	+$205K	﹤0.01%	3317
2023 Q2	$534K	Buy	3,037 +1,599	+111%	+$280K	﹤0.01%	3166
2023 Q1	$301K	Sell	1,438 -5,583	-80%	-$1.22M	﹤0.01%	3440
2022 Q4	$1.34M	Buy	7,021 +2,963	+73%	+$720K	﹤0.01%	2435
2022 Q3	$1.2M	Buy	4,058 +281	+7%	+$85.3K	﹤0.01%	2409
2022 Q2	$1.03M	Buy	3,777 +1,747	+86%	+$484K	﹤0.01%	2563
2022 Q1	$807K	Buy	2,030 +1,309	+182%	+$404K	﹤0.01%	2809
2021 Q4	$275K	Buy	+721	New	+$320K	﹤0.01%	3472