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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73.6K | Hold |
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|
2025
Q1 | $66.3K | Hold |
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|
2024
Q4 | $61.7K | Sell |
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|
2024
Q3 | $59.6K | Sell |
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|
2024
Q2 | $55.9K | Hold |
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|
2024
Q1 | $54.3K | Hold |
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|
2023
Q4 | $72.7K | Hold |
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|
2023
Q3 | $82.2K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.36K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $2K | Buy |
|