Western Wealth Management’s ChargePoint CHPT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.71K Sell
619
-10
-2% -$141 ﹤0.01% 721
2025
Q1
$7.61K Sell
629
-75
-11% -$908 ﹤0.01% 675
2024
Q4
$15.1K Sell
704
-25
-3% -$535 ﹤0.01% 656
2024
Q3
$20K Hold
729
﹤0.01% 740
2024
Q2
$22K Sell
729
-66
-8% -$1.99K ﹤0.01% 646
2024
Q1
$30.2K Buy
795
+98
+14% +$3.73K ﹤0.01% 637
2023
Q4
$32.6K Buy
697
+155
+29% +$7.26K ﹤0.01% 688
2023
Q3
$53.9K Buy
542
+7
+1% +$696 ﹤0.01% 643
2023
Q2
$94K Buy
+535
New +$94K 0.01% 629
2022
Q4
Sell
-823
Closed -$243K 632
2022
Q3
$243K Buy
823
+32
+4% +$9.45K 0.01% 698
2022
Q2
$217K Buy
791
+56
+8% +$15.4K 0.01% 713
2022
Q1
$292K Buy
+735
New +$292K 0.01% 684