Western 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	-619	Closed	-$8.71K	–	769
2025 Q2	$8.71K	Sell	619 -10	-2%	-$134	﹤0.01%	723
2025 Q1	$7.61K	Sell	629 -75	-11%	-$1.25K	﹤0.01%	677
2024 Q4	$15.1K	Sell	704 -25	-3%	-$619	﹤0.01%	658
2024 Q3	$20K	Hold	729	–	–	﹤0.01%	742
2024 Q2	$22K	Sell	729 -66	-8%	-$2.15K	﹤0.01%	649
2024 Q1	$30.2K	Buy	795 +98	+14%	+$3.84K	﹤0.01%	639
2023 Q4	$32.6K	Buy	697 +155	+29%	+$8.67K	﹤0.01%	688
2023 Q3	$53.9K	Buy	542 +7	+1%	+$1.01K	﹤0.01%	643
2023 Q2	$94K	Buy	+535	New	+$93.8K	0.01%	629
2022 Q4	–	Sell	-823	Closed	-$243K	–	632
2022 Q3	$243K	Buy	823 +32	+4%	+$9.71K	0.01%	698
2022 Q2	$217K	Buy	791 +56	+8%	+$15.5K	0.01%	713
2022 Q1	$292K	Buy	+735	New	+$227K	0.01%	684