HighMark Wealth Management’s ChargePoint CHPT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$53	Hold	11	–	–	﹤0.01%	544
2025 Q4	$73	Hold	11	–	–	﹤0.01%	577
2025 Q3	$120	Hold	11	–	–	﹤0.01%	593
2025 Q2	$158	Sell	11 -10	-48%	-$134	﹤0.01%	595
2025 Q1	$252	Buy	21 +10	+91%	+$167	﹤0.01%	543
2024 Q4	$240	Hold	11	–	–	﹤0.01%	548
2024 Q3	$307	Hold	11	–	–	﹤0.01%	561
2024 Q2	$338	Hold	11	–	–	﹤0.01%	549
2024 Q1	$426	Hold	11	–	–	﹤0.01%	530
2023 Q4	$524	Hold	11	–	–	﹤0.01%	535
2023 Q3	$1.11K	Hold	11	–	–	﹤0.01%	498
2023 Q2	$1.97K	Hold	11	–	–	﹤0.01%	462
2023 Q1	$2.35K	Buy	11 +4	+57%	+$871	﹤0.01%	486
2022 Q4	$1.24K	Buy	+7	New	+$1.7K	﹤0.01%	462