IFP Advisors’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 | $583 | Sell |
120
-20
| -14% | -$122 | ﹤0.01% | 4380 |
|
|
2025
Q4 | $930 | Sell |
140
-2,485
| -95% | -$23.5K | ﹤0.01% | 4094 |
|
|
2025
Q3 | $3.05K | Buy |
2,625
+2,496
| +1,935% | +$28.6K | ﹤0.01% | 3511 |
|
|
2025
Q2 | $1.82K | Sell |
129
-46
| -26% | -$616 | ﹤0.01% | 3937 |
|
|
2025
Q1 | $2.12K | Sell |
175
-7
| -4% | -$117 | ﹤0.01% | 3129 |
|
|
2024
Q4 | $3.9K | Sell |
182
-7
| -4% | -$173 | ﹤0.01% | 2889 |
|
|
2024
Q3 | $5.17K | Sell |
189
-27
| -13% | -$939 | ﹤0.01% | 2661 |
|
|
2024
Q2 | $6.53K | Sell |
216
-257
| -54% | -$8.37K | ﹤0.01% | 2482 |
|
|
2024
Q1 | $18K | Sell |
473
-60
| -11% | -$2.35K | ﹤0.01% | 2018 |
|
|
2023
Q4 | $24.9K | Sell |
533
-197
| -27% | -$11K | ﹤0.01% | 1825 |
|
|
2023
Q3 | $72.5K | Buy |
730
+7
| +1% | +$1.01K | ﹤0.01% | 1411 |
|
|
2023
Q2 | $127K | Buy |
723
+63
| +10% | +$11K | 0.01% | 1218 |
|
|
2023
Q1 | $398K | Sell |
660
-233
| -26% | -$50.8K | 0.02% | 680 |
|
|
2022
Q4 | $542K | Sell |
893
-610
| -41% | -$148K | 0.01% | 859 |
|
|
2022
Q3 | $912K | Buy |
1,503
+89
| +6% | +$27K | 0.02% | 665 |
|
|
2022
Q2 | $858K | Hold |
1,414
| – | – | 0.03% | 622 |
|
|
2022
Q1 | $858K | Buy |
1,414
+749
| +113% | +$231K | 0.03% | 622 |
|
|
2021
Q4 | $261K | Buy |
665
+212
| +47% | +$93.9K | 0.01% | 834 |
|
|
2021
Q3 | $181K | Buy |
453
+110
| +32% | +$51.2K | ﹤0.01% | 1005 |
|
|
2021
Q2 | $234K | Buy |
343
+293
| +586% | +$155K | ﹤0.01% | 829 |
|
|
2021
Q1 | $27K | Buy |
50
+45
| +900% | +$30.4K | ﹤0.01% | 1707 |
|
|
2020
Q4 | $4K | Buy |
+5
| New | +$2.51K | ﹤0.01% | 2394 |
|
Other funds holding CHPT
VCM
