Loring Wolcott & Coolidge Fiduciary 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 | $229 | Hold |
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|
2025
Q4 | $292 | Hold |
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|
2025
Q3 | $490 | Hold |
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|
2025
Q2 | $637 | Hold |
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|
2025
Q1 | $555 | Hold |
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|
2024
Q4 | $870 | Hold |
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|
2024
Q3 | $1.18K | Hold |
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|
2024
Q2 | $2.15K | Hold |
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|
2024
Q1 | $1.23K | Hold |
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|
2023
Q4 | $1.72K | Hold |
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|
2023
Q3 | $2.62K | Hold |
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|
2023
Q2 | $7.96K | Hold |
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|
2023
Q1 | $9.47K | Buy |
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|
2022
Q4 | $4.81K | Buy |
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|
2022
Q3 | $3K | Hold |
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|
2022
Q2 | $3K | Buy |
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|
2022
Q1 | $2K | Hold |
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|
2021
Q4 | $2K | Hold |
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|
2021
Q3 | $2K | Hold |
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|
2021
Q2 | $3K | Buy |
|