Gallagher Fiduciary Advisors’s ChargePoint CHPT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,005
Closed -$42.9K 311
2024
Q4
$42.9K Sell
2,005
-3
-0.1% -$64 0.01% 296
2024
Q3
$55K Buy
2,008
+220
+12% +$6.03K 0.01% 271
2024
Q2
$54K Sell
1,788
-50
-3% -$1.51K 0.01% 255
2024
Q1
$69.8K Sell
1,838
-50
-3% -$1.9K ﹤0.01% 197
2023
Q4
$88.3K Buy
1,888
+410
+28% +$19.2K ﹤0.01% 178
2023
Q3
$147K Buy
1,478
+140
+10% +$13.9K 0.01% 167
2023
Q2
$235K Buy
1,338
+210
+19% +$36.9K 0.02% 187
2023
Q1
$236K Buy
+1,128
New +$236K 0.02% 178