Compass Wealth Management’s Charter Communications CHTR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-18
Closed -$6.63K 194
2025
Q1
$6.63K Hold
18
﹤0.01% 370
2024
Q4
$6.17K Sell
18
-60
-77% -$20.6K ﹤0.01% 361
2024
Q3
$25.3K Sell
78
-2
-3% -$648 0.01% 309
2024
Q2
$23.9K Buy
+80
New +$23.9K 0.01% 314