Perennial 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
$68K Buy
4,833
+1,300
+37% +$18.3K 0.01% 448
2025
Q1
$42.7K Buy
3,533
+800
+29% +$9.68K ﹤0.01% 420
2024
Q4
$58.5K Buy
2,733
+1,740
+175% +$37.2K 0.01% 393
2024
Q3
$27.2K Sell
993
-226
-19% -$6.19K ﹤0.01% 379
2024
Q2
$36.8K Buy
1,219
+520
+74% +$15.7K 0.01% 353
2024
Q1
$26.6K Buy
+699
New +$26.6K ﹤0.01% 344