Bogart Wealth LLC’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	$3.24K	Buy	15 +6	+67%	+$1.3K	﹤0.01%	1172
2025 Q4	$1.88K	Buy	9 +1	+13%	+$225	﹤0.01%	1191
2025 Q3	$2.2K	Buy	8 +3	+60%	+$907	﹤0.01%	1138
2025 Q2	$2.04K	Buy	5 +1	+25%	+$383	﹤0.01%	1103
2025 Q1	$1.47K	Buy	4 +2	+100%	+$715	﹤0.01%	1119
2024 Q4	$686	Hold	2	–	–	﹤0.01%	1242
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%	1012
2022 Q4	$678	Sell	2 -9	-82%	-$3.16K	﹤0.01%	888
2022 Q3	$3K	Hold	11	–	–	﹤0.01%	765
2022 Q2	$5K	Buy	11 +2	+22%	+$975	﹤0.01%	631
2022 Q1	$5K	Hold	9	–	–	﹤0.01%	570
2021 Q4	$6K	Hold	9	–	–	﹤0.01%	528
2021 Q3	$7K	Hold	9	–	–	﹤0.01%	496
2021 Q2	$6K	Hold	9	–	–	﹤0.01%	491
2021 Q1	$6K	Hold	9	–	–	﹤0.01%	454
2020 Q4	$5K	Hold	9	–	–	﹤0.01%	372
2020 Q3	$5K	Sell	9 -4	-31%	-$2.36K	﹤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%	+$1.84K	﹤0.01%	317
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	+$3.35K	﹤0.01%	287