AWA
Aaron Wealth Advisors’s Charter Communications CHTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266K | Sell |
651
-1
| -0.2% | -$409 | 0.03% | 390 |
|
|
2025
Q1 | $240K | Sell |
652
-20
| -3% | -$7.37K | 0.03% | 390 |
|
|
2024
Q4 | $230K | Buy |
+672
| New | +$230K | 0.03% | 396 |
|
|
2022
Q4 | – | Sell |
-713
| Closed | -$216K | – | 245 |
|
|
2022
Q3 | $216K | Buy |
713
+41
| +6% | +$12.4K | 0.04% | 197 |
|
|
2022
Q2 | $314K | Sell |
672
-406,831
| -100% | -$190M | 0.08% | 145 |
|
|
2022
Q1 | $747K | Buy |
407,503
+406,720
| +51,944% | +$746K | 0.01% | 413 |
|
|
2021
Q4 | $510K | Buy |
783
+41
| +6% | +$26.7K | 0.14% | 96 |
|
|
2021
Q3 | $539K | Buy |
742
+13
| +2% | +$9.44K | 0.15% | 80 |
|
|
2021
Q2 | $525K | Sell |
729
-2
| -0.3% | -$1.44K | 0.17% | 87 |
|
|
2021
Q1 | $451K | Buy |
+731
| New | +$451K | 0.17% | 92 |
|