Congress Wealth Management’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	$386K	Buy	944 +209	+28%	+$80K	﹤0.01%	1004
2025 Q1	$271K	Buy	735 +119	+19%	+$42.6K	﹤0.01%	961
2024 Q4	$211K	Sell	616 -2	-0.3%	-$723	﹤0.01%	850
2024 Q3	$200K	Buy	+618	New	+$208K	﹤0.01%	825
2024 Q1	–	Sell	-622	Closed	-$242K	–	587
2023 Q4	$242K	Buy	622 +9	+1%	+$3.67K	﹤0.01%	565
2023 Q3	$270K	Sell	613 -3	-0.5%	-$1.25K	0.01%	539
2023 Q2	$226K	Buy	616 +3	+0.5%	+$1.02K	0.01%	520
2023 Q1	$219K	Buy	613 +1	+0.2%	+$374	0.01%	525
2022 Q4	$208K	Buy	+612	New	+$215K	0.01%	533
2022 Q3	–	Sell	-669	Closed	-$314K	–	550
2022 Q2	$314K	Buy	669 +45	+7%	+$21.9K	0.01%	466
2022 Q1	$340K	Sell	624 -16	-3%	-$9.39K	0.01%	491
2021 Q4	$418K	Buy	+640	New	+$436K	0.01%	489