Congress Wealth Management’s Charter Communications CHTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $386K | Buy |
944
+209
| +28% | +$85.5K | ﹤0.01% | 1004 |
|
|
2025
Q1 | $271K | Buy |
735
+119
| +19% | +$43.9K | ﹤0.01% | 961 |
|
|
2024
Q4 | $211K | Sell |
616
-2
| -0.3% | -$686 | ﹤0.01% | 850 |
|
|
2024
Q3 | $200K | Buy |
+618
| New | +$200K | ﹤0.01% | 825 |
|
|
2024
Q1 | – | Sell |
-622
| Closed | -$242K | – | 587 |
|
|
2023
Q4 | $242K | Buy |
622
+9
| +1% | +$3.5K | ﹤0.01% | 565 |
|
|
2023
Q3 | $270K | Sell |
613
-3
| -0.5% | -$1.32K | 0.01% | 539 |
|
|
2023
Q2 | $226K | Buy |
616
+3
| +0.5% | +$1.1K | 0.01% | 520 |
|
|
2023
Q1 | $219K | Buy |
613
+1
| +0.2% | +$358 | 0.01% | 525 |
|
|
2022
Q4 | $208K | Buy |
+612
| New | +$208K | 0.01% | 533 |
|
|
2022
Q3 | – | Sell |
-669
| Closed | -$314K | – | 550 |
|
|
2022
Q2 | $314K | Buy |
669
+45
| +7% | +$21.1K | 0.01% | 466 |
|
|
2022
Q1 | $340K | Sell |
624
-16
| -3% | -$8.72K | 0.01% | 491 |
|
|
2021
Q4 | $418K | Buy |
+640
| New | +$418K | 0.01% | 486 |
|