Axxcess Wealth Management’s Charter Communications CHTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
|
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|
2025
Q3 | $205K | Sell |
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|
2025
Q2 | $865K | Sell |
|
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|
2025
Q1 | $866K | Buy |
|
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|
2024
Q4 | $763K | Buy |
|
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|
2024
Q3 | $611K | Buy |
|
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|
2024
Q2 | $329K | Hold |
|
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|
2024
Q1 | $320K | Buy |
|
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|
2023
Q4 | $257K | Buy |
|
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|
2023
Q3 | $274K | Sell |
|
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|
2023
Q2 | $242K | Buy |
|
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|
2023
Q1 | $233K | Hold |
|
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|
2022
Q4 | $221K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $244K | Sell |
|
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|
2021
Q4 | $305K | Buy |
|