Bison Wealth’s Charter Communications CHTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-4,379
Closed -$1.42M 335
2024
Q3
$1.42M Sell
4,379
-103
-2% -$33.4K 0.23% 106
2024
Q2
$1.3M Hold
4,482
0.21% 117
2024
Q1
$1.3M Buy
4,482
+1,168
+35% +$339K 0.21% 117
2023
Q4
$1.29M Sell
3,314
-10
-0.3% -$3.89K 0.23% 108
2023
Q3
$1.46M Sell
3,324
-121
-4% -$53.2K 0.28% 95
2023
Q2
$1.27M Buy
3,445
+2,486
+259% +$913K 0.23% 109
2023
Q1
$328K Buy
959
+51
+6% +$17.4K 0.1% 190
2022
Q4
$355K Buy
+908
New +$355K 0.11% 191