Plante Moran Financial Advisors’s ChargePoint CHPT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$277	Hold	57	–	–	﹤0.01%	693
2025 Q4	$378	Hold	57	–	–	﹤0.01%	769
2025 Q3	$622	Hold	57	–	–	﹤0.01%	721
2025 Q2	$803	Hold	57	–	–	﹤0.01%	707
2025 Q1	$691	Hold	57	–	–	﹤0.01%	737
2024 Q4	$1.22K	Hold	57	–	–	﹤0.01%	807
2024 Q3	$1.56K	Hold	57	–	–	﹤0.01%	765
2024 Q2	$1.72K	Hold	57	–	–	﹤0.01%	711
2024 Q1	$2.17K	Hold	57	–	–	﹤0.01%	762
2023 Q4	$2.67K	Hold	57	–	–	﹤0.01%	699
2023 Q3	$5.68K	Sell	57 -133	-70%	-$19.3K	﹤0.01%	589
2023 Q2	$33.4K	Hold	190	–	–	﹤0.01%	356
2023 Q1	$39.8K	Hold	190	–	–	0.01%	317
2022 Q4	$36.2K	Buy	190 +33	+21%	+$8.02K	0.01%	359
2022 Q3	$46K	Hold	157	–	–	0.01%	321
2022 Q2	$43K	Buy	157 +108	+220%	+$29.9K	0.01%	330
2022 Q1	$20K	Hold	49	–	–	﹤0.01%	494
2021 Q4	$19K	Hold	49	–	–	﹤0.01%	568
2021 Q3	$20K	Buy	49 +18	+58%	+$8.38K	﹤0.01%	563
2021 Q2	$21K	Buy	+31	New	+$16.4K	0.01%	546