CWM
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Centricity Wealth Management’s Charter Communications CHTR Stock Holding History

Centricity Wealth Management’s Portfolio CHTR Stock Details CHTR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$275K Hold
673
– – 0.22% 64
2025
Q1 		$248K Hold
673
– – 0.23% 65
2024
Q4 		$231K Buy
+673
New +$231K 0.22% 66