OneDigital Investment 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
$8.23K Hold
585
﹤0.01% 1443
2025
Q1
$7.08K Sell
585
-2
-0.3% -$24 ﹤0.01% 1392
2024
Q4
$12.6K Sell
587
-185
-24% -$3.96K ﹤0.01% 1392
2024
Q3
$21.2K Sell
772
-2
-0.3% -$55 ﹤0.01% 1420
2024
Q2
$23.4K Buy
774
+64
+9% +$1.93K ﹤0.01% 1351
2024
Q1
$27K Buy
710
+67
+10% +$2.55K ﹤0.01% 1075
2023
Q4
$30.1K Buy
+643
New +$30.1K ﹤0.01% 1092