Axxcess Wealth Management’s Charter Communications CHTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $865K | Sell |
2,116
-234
| -10% | -$95.7K | 0.02% | 464 |
|
|
2025
Q1 | $866K | Buy |
2,350
+125
| +6% | +$46.1K | 0.02% | 428 |
|
|
2024
Q4 | $763K | Buy |
2,225
+339
| +18% | +$116K | 0.02% | 460 |
|
|
2024
Q3 | $611K | Buy |
1,886
+785
| +71% | +$254K | 0.02% | 505 |
|
|
2024
Q2 | $329K | Hold |
1,101
| – | – | 0.01% | 627 |
|
|
2024
Q1 | $320K | Buy |
1,101
+441
| +67% | +$128K | 0.01% | 645 |
|
|
2023
Q4 | $257K | Buy |
660
+36
| +6% | +$14K | 0.01% | 694 |
|
|
2023
Q3 | $274K | Sell |
624
-34
| -5% | -$15K | 0.01% | 624 |
|
|
2023
Q2 | $242K | Buy |
658
+7
| +1% | +$2.57K | 0.02% | 512 |
|
|
2023
Q1 | $233K | Hold |
651
| – | – | 0.02% | 547 |
|
|
2022
Q4 | $221K | Buy |
+651
| New | +$221K | 0.02% | 527 |
|
|
2022
Q2 | – | Sell |
-447
| Closed | -$244K | – | 556 |
|
|
2022
Q1 | $244K | Sell |
447
-21
| -4% | -$11.5K | 0.02% | 527 |
|
|
2021
Q4 | $305K | Buy |
+468
| New | +$305K | 0.02% | 463 |
|