CBIZ Investment Advisory Services’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	$4.91K	Sell	12 -2	-14%	-$818	﹤0.01%	433
2025 Q1	$5.16K	Sell	14 -3	-18%	-$1.11K	﹤0.01%	393
2024 Q4	$5.83K	Buy	17 +4	+31%	+$1.37K	﹤0.01%	313
2024 Q3	$4.21K	Buy	+13	New	+$4.21K	﹤0.01%	305