Blue Bell Private 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
Q3
$80.1K Hold
2025
Q2
$119K Hold
2025
Q1
$107K Hold
2024
Q4
$99.7K Hold
2024
Q3
$94.3K Hold
2024
Q2
$87K Hold
2024
Q1
$84.6K Hold
2023
Q4
$113K Hold
2023
Q3
$128K Hold
2023
Q2
$107K Hold
2023
Q1
$104K Hold
2022
Q4
$98.7K Hold
2022
Q3
$88K Hold
2022
Q2
$136K Sell
2022
Q1
$165K Hold
2021
Q4
$198K Buy