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
2026 Q1	$52.7K	Sell	244 -47	-16%	-$10.2K	0.01%	410
2025 Q4	$60.7K	Hold	291	–	–	0.01%	389
2025 Q3	$80.1K	Hold	291	–	–	0.01%	345
2025 Q2	$119K	Hold	291	–	–	0.02%	295
2025 Q1	$107K	Hold	291	–	–	0.02%	287
2024 Q4	$99.7K	Hold	291	–	–	0.02%	275
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%	169
2022 Q2	$136K	Sell	291 -12	-4%	-$5.85K	0.05%	133
2022 Q1	$165K	Hold	303	–	–	0.05%	116
2021 Q4	$198K	Buy	+303	New	+$206K	0.05%	105