Concord Wealth Partners’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	–	Sell	-178	Closed	-$37.2K	–	294
2025 Q4	$37.2K	Sell	178 -1	-0.6%	-$225	﹤0.01%	365
2025 Q3	$49.2K	Sell	179 -1	-0.6%	-$302	0.01%	341
2025 Q2	$73.6K	Hold	180	–	–	0.01%	296
2025 Q1	$66.3K	Hold	180	–	–	0.01%	284
2024 Q4	$61.7K	Sell	180 -4	-2%	-$1.45K	0.01%	298
2024 Q3	$59.6K	Sell	184 -3	-2%	-$1.01K	0.01%	311
2024 Q2	$55.9K	Hold	187	–	–	0.01%	297
2024 Q1	$54.3K	Hold	187	–	–	0.01%	340
2023 Q4	$72.7K	Hold	187	–	–	0.01%	309
2023 Q3	$82.2K	Buy	+187	New	+$77.8K	0.02%	308
2023 Q1	–	Sell	-4	Closed	-$1.36K	–	1032
2022 Q4	$1.36K	Buy	+4	New	+$1.41K	﹤0.01%	1015
2021 Q2	–	Sell	-3	Closed	-$2K	–	1051
2021 Q1	$2K	Buy	+3	New	+$1.88K	﹤0.01%	809