Rothschild Investment LLC’s ChargePoint CHPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-86
| Closed | -$1.04K | – | 3052 |
|
|
2025
Q1 | $1.04K | Sell |
86
-2
| -2% | -$24 | ﹤0.01% | 2321 |
|
|
2024
Q4 | $1.87K | Sell |
88
-147
| -63% | -$3.13K | ﹤0.01% | 1841 |
|
|
2024
Q3 | $6.44K | Sell |
235
-60
| -20% | -$1.64K | ﹤0.01% | 1219 |
|
|
2024
Q2 | $8.9K | Sell |
295
-190
| -39% | -$5.73K | ﹤0.01% | 1123 |
|
|
2024
Q1 | $18.4K | Hold |
485
| – | – | ﹤0.01% | 939 |
|
|
2023
Q4 | $22.7K | Sell |
485
-175
| -27% | -$8.19K | ﹤0.01% | 825 |
|
|
2023
Q3 | $66K | Hold |
660
| – | – | 0.01% | 467 |
|
|
2023
Q2 | $116K | Sell |
660
-345
| -34% | -$60.6K | 0.01% | 471 |
|
|
2023
Q1 | $210K | Hold |
1,005
| – | – | 0.02% | 439 |
|
|
2022
Q4 | $192K | Hold |
1,005
| – | – | 0.02% | 442 |
|
|
2022
Q3 | $297K | Hold |
1,005
| – | – | 0.03% | 362 |
|
|
2022
Q2 | $275K | Hold |
1,005
| – | – | 0.03% | 382 |
|
|
2022
Q1 | $400K | Hold |
1,005
| – | – | 0.03% | 353 |
|
|
2021
Q4 | $383K | Buy |
1,005
+235
| +31% | +$89.6K | 0.03% | 366 |
|
|
2021
Q3 | $308K | Buy |
+770
| New | +$308K | 0.03% | 381 |
|