Mutual Advisors’s ChargePoint CHPT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-962
Closed -$12.8K 1177
2025
Q1
$12.8K Sell
962
-695
-42% -$9.27K ﹤0.01% 1076
2024
Q4
$36.4K Sell
1,657
-34
-2% -$748 ﹤0.01% 1063
2024
Q3
$44K Sell
1,691
-33
-2% -$858 ﹤0.01% 1077
2024
Q2
$72.1K Sell
1,724
-22
-1% -$920 ﹤0.01% 1063
2024
Q1
$66.3K Sell
1,746
-197
-10% -$7.49K ﹤0.01% 1064
2023
Q4
$90.9K Sell
1,943
-253
-12% -$11.8K ﹤0.01% 984
2023
Q3
$218K Buy
2,196
+185
+9% +$18.4K 0.01% 888
2023
Q2
$353K Sell
2,011
-17
-0.8% -$2.99K 0.01% 749
2023
Q1
$425K Buy
2,028
+584
+40% +$122K 0.02% 672
2022
Q4
$275K Buy
+1,444
New +$275K 0.01% 765