Plante Moran Financial 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 | $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 | $1.57K | 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% | -$13.2K | ﹤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% | +$6.3K | 0.01% | 359 |
|
|
2022
Q3 | $46K | Hold |
157
| – | – | 0.01% | 321 |
|
|
2022
Q2 | $43K | Buy |
157
+108
| +220% | +$29.6K | 0.01% | 329 |
|
|
2022
Q1 | $20K | Hold |
49
| – | – | ﹤0.01% | 494 |
|
|
2021
Q4 | $19K | Hold |
49
| – | – | ﹤0.01% | 568 |
|
|
2021
Q3 | $20K | Buy |
49
+18
| +58% | +$7.35K | ﹤0.01% | 563 |
|
|
2021
Q2 | $21K | Buy |
+31
| New | +$21K | 0.01% | 546 |
|