LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s ChargePoint CHPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $637 | Hold |
905
| – | – | ﹤0.01% | 513 |
|
|
2025
Q1 | $555 | Hold |
905
| – | – | ﹤0.01% | 544 |
|
|
2024
Q4 | $870 | Hold |
905
| – | – | ﹤0.01% | 532 |
|
|
2024
Q3 | $1.18K | Hold |
905
| – | – | ﹤0.01% | 553 |
|
|
2024
Q2 | $2.15K | Hold |
905
| – | – | ﹤0.01% | 535 |
|
|
2024
Q1 | $1.23K | Hold |
905
| – | – | ﹤0.01% | 551 |
|
|
2023
Q4 | $1.72K | Hold |
905
| – | – | ﹤0.01% | 538 |
|
|
2023
Q3 | $2.62K | Hold |
905
| – | – | ﹤0.01% | 579 |
|
|
2023
Q2 | $7.96K | Hold |
905
| – | – | ﹤0.01% | 554 |
|
|
2023
Q1 | $9.48K | Buy |
905
+400
| +79% | +$4.19K | ﹤0.01% | 518 |
|
|
2022
Q4 | $4.81K | Buy |
505
+305
| +153% | +$2.91K | ﹤0.01% | 534 |
|
|
2022
Q3 | $3K | Hold |
200
| – | – | ﹤0.01% | 568 |
|
|
2022
Q2 | $3K | Buy |
200
+100
| +100% | +$1.5K | ﹤0.01% | 592 |
|
|
2022
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 613 |
|
|
2021
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 691 |
|
|
2021
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 701 |
|
|
2021
Q2 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 784 |
|