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 |
|