Spire Wealth Management’s ChargePoint CHPT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-86	Closed	-$1.21K	–	2380
2025 Q2	$1.21K	Hold	86	–	–	﹤0.01%	2251
2025 Q1	$1.04K	Sell	86 -1	-1%	-$17	﹤0.01%	2379
2024 Q4	$1.86K	Sell	87 -9	-9%	-$223	﹤0.01%	2268
2024 Q3	$2.64K	Sell	96 -13	-12%	-$452	﹤0.01%	1946
2024 Q2	$3.31K	Sell	109 -21	-16%	-$684	﹤0.01%	1917
2024 Q1	$4.93K	Sell	130 -25	-16%	-$981	﹤0.01%	1929
2023 Q4	$5.38K	Sell	155 -53	-25%	-$2.96K	﹤0.01%	1938
2023 Q3	$20.7K	Sell	208 -20	-9%	-$2.9K	﹤0.01%	1489
2023 Q2	$40.1K	Sell	228 -264	-54%	-$46.3K	﹤0.01%	1291
2023 Q1	$103K	Buy	492 +110	+29%	+$24K	﹤0.01%	961
2022 Q4	$73K	Sell	382 -58	-13%	-$14.1K	﹤0.01%	849
2022 Q3	$130K	Buy	440 +393	+836%	+$119K	0.01%	626
2022 Q2	$13K	Buy	47 +26	+124%	+$7.21K	﹤0.01%	1823
2022 Q1	$8K	Sell	21 -392	-95%	-$121K	﹤0.01%	2090
2021 Q4	$157K	Buy	413 +388	+1,552%	+$172K	﹤0.01%	1206
2021 Q3	$10K	Hold	25	–	–	﹤0.01%	2087
2021 Q2	$17K	Buy	25 +15	+150%	+$7.94K	﹤0.01%	1935
2021 Q1	$5K	Buy	+10	New	+$6.75K	﹤0.01%	2615