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Perennial Advisors’s ChargePoint CHPT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$16.8K Hold
23,870
﹤0.01% 122
2025
Q1
$14.4K Hold
23,870
﹤0.01% 112
2024
Q4
$25.5K Buy
+23,870
New +$25.5K 0.01% 76
2024
Q2
$36K Hold
23,870
0.01% 109
2024
Q1
$45.4K Buy
23,870
+3,275
+16% +$6.22K 0.01% 108
2023
Q4
$48.2K Hold
20,595
0.01% 112
2023
Q3
$102K Buy
20,595
+6,347
+45% +$31.5K 0.03% 105
2023
Q2
$125K Sell
14,248
-8,768
-38% -$77.1K 0.03% 113
2023
Q1
$241K Hold
23,016
0.07% 93
2022
Q4
$219K Sell
23,016
-9,265
-29% -$88.3K 0.07% 83
2022
Q3
$476K Buy
32,281
+10,577
+49% +$156K 0.16% 64
2022
Q2
$297K Buy
21,704
+8,553
+65% +$117K 0.09% 73
2022
Q1
$261K Hold
13,151
0.07% 77
2021
Q4
$251K Buy
+13,151
New +$251K 0.07% 76