AWM
Apollon Wealth Management’s Charter Communications CHTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $611K | Sell |
1,496
-100
| -6% | -$40.9K | 0.01% | 722 |
|
|
2025
Q1 | $588K | Buy |
1,596
+224
| +16% | +$82.5K | 0.01% | 681 |
|
|
2024
Q4 | $470K | Buy |
1,372
+62
| +5% | +$21.2K | 0.01% | 782 |
|
|
2024
Q3 | $424K | Buy |
1,310
+623
| +91% | +$202K | 0.01% | 791 |
|
|
2024
Q2 | $205K | Sell |
687
-1,235
| -64% | -$369K | 0.01% | 1013 |
|
|
2024
Q1 | $558K | Buy |
1,922
+1,074
| +127% | +$312K | 0.02% | 656 |
|
|
2023
Q4 | $329K | Buy |
848
+377
| +80% | +$146K | 0.01% | 802 |
|
|
2023
Q3 | $207K | Sell |
471
-120
| -20% | -$52.8K | 0.01% | 828 |
|
|
2023
Q2 | $217K | Sell |
591
-174
| -23% | -$63.9K | 0.01% | 841 |
|
|
2023
Q1 | $274K | Sell |
765
-17
| -2% | -$6.08K | 0.02% | 702 |
|
|
2022
Q4 | $265K | Sell |
782
-325
| -29% | -$110K | 0.02% | 698 |
|
|
2022
Q3 | $336K | Sell |
1,107
-74
| -6% | -$22.5K | 0.03% | 561 |
|
|
2022
Q2 | $553K | Buy |
1,181
+237
| +25% | +$111K | 0.05% | 400 |
|
|
2022
Q1 | $515K | Buy |
944
+391
| +71% | +$213K | 0.04% | 451 |
|
|
2021
Q4 | $361K | Buy |
553
+154
| +39% | +$101K | 0.03% | 538 |
|
|
2021
Q3 | $290K | Buy |
399
+39
| +11% | +$28.3K | 0.04% | 354 |
|
|
2021
Q2 | $260K | Buy |
+360
| New | +$260K | 0.05% | 306 |
|
|
2020
Q3 | – | Sell |
-69
| Closed | -$35K | – | 241 |
|
|
2020
Q2 | $35K | Buy |
+69
| New | +$35K | 0.02% | 291 |
|