Cornerstone Planning Group’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
$5.05K Sell
19
-1
-5% -$266 ﹤0.01% 723
2025
Q1
$6.75K Buy
20
+6
+43% +$2.03K ﹤0.01% 651
2024
Q4
$5.15K Buy
14
+2
+17% +$735 ﹤0.01% 574
2024
Q3
$3.93K Buy
12
+1
+9% +$327 ﹤0.01% 628
2024
Q2
$4K Buy
11
+6
+120% +$2.18K ﹤0.01% 621
2024
Q1
$1.33K Hold
5
﹤0.01% 726
2023
Q4
$1.94K Hold
5
﹤0.01% 641
2023
Q3
$2.2K Sell
5
-7
-58% -$3.08K ﹤0.01% 638
2023
Q2
$4.41K Buy
+12
New +$4.41K ﹤0.01% 932
2022
Q4
$4.61K Buy
+12
New +$4.61K ﹤0.01% 935