Bogart Wealth LLC’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	$2.04K	Buy	5 +1	+25%	+$409	﹤0.01%	1098
2025 Q1	$1.47K	Buy	4 +2	+100%	+$737	﹤0.01%	1110
2024 Q4	$686	Hold	2	–	–	﹤0.01%	1235
2024 Q3	$648	Hold	2	–	–	﹤0.01%	1053
2024 Q2	$598	Hold	2	–	–	﹤0.01%	1041
2024 Q1	$581	Hold	2	–	–	﹤0.01%	1004
2023 Q4	$777	Hold	2	–	–	﹤0.01%	977
2023 Q3	$880	Hold	2	–	–	﹤0.01%	970
2023 Q2	$735	Hold	2	–	–	﹤0.01%	963
2023 Q1	$715	Hold	2	–	–	﹤0.01%	1011
2022 Q4	$678	Sell	2 -9	-82%	-$3.05K	﹤0.01%	887
2022 Q3	$3K	Hold	11	–	–	﹤0.01%	764
2022 Q2	$5K	Buy	11 +2	+22%	+$909	﹤0.01%	630
2022 Q1	$5K	Hold	9	–	–	﹤0.01%	566
2021 Q4	$6K	Hold	9	–	–	﹤0.01%	528
2021 Q3	$7K	Hold	9	–	–	﹤0.01%	496
2021 Q2	$6K	Hold	9	–	–	﹤0.01%	490
2021 Q1	$6K	Hold	9	–	–	﹤0.01%	454
2020 Q4	$5K	Hold	9	–	–	﹤0.01%	372
2020 Q3	$5K	Sell	9 -4	-31%	-$2.22K	﹤0.01%	358
2020 Q2	$7K	Hold	13	–	–	﹤0.01%	320
2020 Q1	$6K	Hold	13	–	–	﹤0.01%	307
2019 Q4	$6K	Buy	13 +4	+44%	+$1.85K	﹤0.01%	316
2019 Q3	$4K	Hold	9	–	–	﹤0.01%	304
2019 Q2	$3K	Hold	9	–	–	﹤0.01%	298
2019 Q1	$3K	Hold	9	–	–	﹤0.01%	297
2018 Q4	$2K	Hold	9	–	–	﹤0.01%	310
2018 Q3	$3K	Hold	9	–	–	﹤0.01%	286
2018 Q2	$2K	Hold	9	–	–	﹤0.01%	312
2018 Q1	$3K	Hold	9	–	–	﹤0.01%	295
2017 Q4	$3K	Hold	9	–	–	﹤0.01%	292
2017 Q3	$3K	Buy	+9	New	+$3K	﹤0.01%	287