Carson Wealth (CWM LLC)’s Charter Communications CHTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
2,683
+749
| +39% | +$306K | ﹤0.01% | 1201 |
|
|
2025
Q1 | $713K | Buy |
1,934
+133
| +7% | +$49K | ﹤0.01% | 1310 |
|
|
2024
Q4 | $617K | Buy |
1,801
+50
| +3% | +$17.1K | ﹤0.01% | 1301 |
|
|
2024
Q3 | $567K | Buy |
1,751
+141
| +9% | +$45.7K | ﹤0.01% | 1270 |
|
|
2024
Q2 | $481K | Sell |
1,610
-184
| -10% | -$55K | ﹤0.01% | 1209 |
|
|
2024
Q1 | $521K | Sell |
1,794
-635
| -26% | -$184K | ﹤0.01% | 1122 |
|
|
2023
Q4 | $944K | Buy |
2,429
+126
| +5% | +$49K | 0.01% | 828 |
|
|
2023
Q3 | $1.01M | Buy |
2,303
+162
| +8% | +$71.3K | 0.01% | 749 |
|
|
2023
Q2 | $787K | Buy |
2,141
+93
| +5% | +$34.2K | ﹤0.01% | 792 |
|
|
2023
Q1 | $732K | Buy |
2,048
+106
| +5% | +$37.9K | ﹤0.01% | 763 |
|
|
2022
Q4 | $659K | Buy |
1,942
+1,038
| +115% | +$352K | ﹤0.01% | 719 |
|
|
2022
Q3 | $274K | Sell |
904
-237
| -21% | -$71.8K | ﹤0.01% | 935 |
|
|
2022
Q2 | $535K | Buy |
1,141
+388
| +52% | +$182K | ﹤0.01% | 713 |
|
|
2022
Q1 | $411K | Buy |
753
+299
| +66% | +$163K | ﹤0.01% | 780 |
|
|
2021
Q4 | $296K | Buy |
+454
| New | +$296K | ﹤0.01% | 875 |
|
|
2021
Q2 | $205K | Hold |
284
| – | – | ﹤0.01% | 895 |
|
|
2021
Q1 | $205K | Hold |
284
| – | – | ﹤0.01% | 895 |
|
|
2020
Q4 | $205K | Hold |
284
| – | – | ﹤0.01% | 895 |
|
|
2020
Q3 | $205K | Hold |
284
| – | – | ﹤0.01% | 895 |
|
|
2020
Q2 | $205K | Hold |
284
| – | – | ﹤0.01% | 895 |
|
|
2020
Q1 | $205K | Hold |
284
| – | – | ﹤0.01% | 895 |
|
|
2019
Q4 | $205K | Hold |
284
| – | – | ﹤0.01% | 895 |
|
|
2019
Q3 | $205K | Hold |
284
| – | – | ﹤0.01% | 895 |
|
|
2019
Q2 | $205K | Hold |
284
| – | – | ﹤0.01% | 895 |
|
|
2019
Q1 | $205K | Buy |
284
+52
| +22% | +$37.5K | ﹤0.01% | 895 |
|
|
2018
Q4 | $66K | Buy |
232
+19
| +9% | +$5.41K | ﹤0.01% | 809 |
|
|
2018
Q3 | $69K | Buy |
213
+10
| +5% | +$3.24K | ﹤0.01% | 684 |
|
|
2018
Q2 | $60K | Hold |
203
| – | – | ﹤0.01% | 599 |
|
|
2018
Q1 | $63K | Sell |
203
-20
| -9% | -$6.21K | ﹤0.01% | 509 |
|
|
2017
Q4 | $75K | Sell |
223
-7
| -3% | -$2.35K | ﹤0.01% | 458 |
|
|
2017
Q3 | $84K | Buy |
230
+7
| +3% | +$2.56K | ﹤0.01% | 434 |
|
|
2017
Q2 | $75K | Sell |
223
-12
| -5% | -$4.04K | ﹤0.01% | 418 |
|
|
2017
Q1 | $77K | Sell |
235
-31
| -12% | -$10.2K | ﹤0.01% | 384 |
|
|
2016
Q4 | $77K | Buy |
266
+46
| +21% | +$13.3K | ﹤0.01% | 385 |
|
|
2016
Q3 | $59K | Buy |
220
+206
| +1,471% | +$55.2K | ﹤0.01% | 395 |
|
|
2016
Q2 | $3K | Buy |
+14
| New | +$3K | ﹤0.01% | 672 |
|