AllSquare Wealth Management’s Charter Communications CHTR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$33.5K	Hold	82	–	–	0.02%	264
2025 Q1	$30.2K	Hold	82	–	–	0.02%	264
2024 Q4	$28.1K	Hold	82	–	–	0.02%	271
2024 Q3	$26.6K	Hold	82	–	–	0.02%	276
2024 Q2	$24.5K	Hold	82	–	–	0.01%	276
2024 Q1	$23.8K	Hold	82	–	–	0.01%	278
2023 Q4	$31.9K	Hold	82	–	–	0.02%	257
2023 Q3	$36.1K	Hold	82	–	–	0.02%	239
2023 Q2	$27.3K	Hold	82	–	–	0.02%	272
2023 Q1	$29.3K	Hold	82	–	–	0.02%	271
2022 Q4	$27.8K	Hold	82	–	–	0.02%	261
2022 Q3	$25K	Hold	82	–	–	0.02%	257
2022 Q2	$38K	Hold	82	–	–	0.03%	231
2022 Q1	$45K	Hold	82	–	–	0.03%	236
2021 Q4	$53K	Hold	82	–	–	0.03%	216
2021 Q3	$60K	Hold	82	–	–	0.04%	199
2021 Q2	$59K	Hold	82	–	–	0.03%	208
2021 Q1	$51K	Hold	82	–	–	0.03%	225
2020 Q4	$54K	Hold	82	–	–	0.04%	190
2020 Q3	$51K	Hold	82	–	–	0.04%	185
2020 Q2	$42K	Hold	82	–	–	0.03%	200
2020 Q1	$36K	Hold	82	–	–	0.03%	190
2019 Q4	$40K	Hold	82	–	–	0.03%	204
2019 Q3	$34K	Hold	82	–	–	0.03%	220
2019 Q2	$32K	Hold	82	–	–	0.02%	229
2019 Q1	$28K	Hold	82	–	–	0.02%	242
2018 Q4	$23K	Hold	82	–	–	0.02%	240
2018 Q3	$27K	Hold	82	–	–	0.02%	241
2018 Q2	$24K	Buy	+82	New	+$24K	0.02%	256