Blue Bell Private 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 | $119K | Hold |
291
| – | – | 0.02% | 295 |
|
|
2025
Q1 | $107K | Hold |
291
| – | – | 0.02% | 287 |
|
|
2024
Q4 | $99.7K | Hold |
291
| – | – | 0.02% | 274 |
|
|
2024
Q3 | $94.3K | Hold |
291
| – | – | 0.02% | 282 |
|
|
2024
Q2 | $87K | Hold |
291
| – | – | 0.02% | 287 |
|
|
2024
Q1 | $84.6K | Hold |
291
| – | – | 0.02% | 280 |
|
|
2023
Q4 | $113K | Hold |
291
| – | – | 0.03% | 225 |
|
|
2023
Q3 | $128K | Hold |
291
| – | – | 0.03% | 177 |
|
|
2023
Q2 | $107K | Hold |
291
| – | – | 0.03% | 188 |
|
|
2023
Q1 | $104K | Hold |
291
| – | – | 0.03% | 173 |
|
|
2022
Q4 | $98.7K | Hold |
291
| – | – | 0.03% | 164 |
|
|
2022
Q3 | $88K | Hold |
291
| – | – | 0.03% | 168 |
|
|
2022
Q2 | $136K | Sell |
291
-12
| -4% | -$5.61K | 0.05% | 131 |
|
|
2022
Q1 | $165K | Hold |
303
| – | – | 0.05% | 114 |
|
|
2021
Q4 | $198K | Buy |
+303
| New | +$198K | 0.05% | 104 |
|