Cornerstone Planning Group’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	$3.32K	Buy	21 +14	+200%	+$3.03K	﹤0.01%	1193
2025 Q4	$1.28K	Sell	7 -2	-22%	-$450	﹤0.01%	1293
2025 Q3	$2.08K	Sell	9 -10	-53%	-$3.02K	﹤0.01%	1153
2025 Q2	$5.05K	Sell	19 -1	-5%	-$383	﹤0.01%	723
2025 Q1	$6.75K	Buy	20 +6	+43%	+$2.15K	﹤0.01%	651
2024 Q4	$5.14K	Buy	14 +2	+17%	+$723	﹤0.01%	574
2024 Q3	$3.93K	Buy	12 +1	+9%	+$336	﹤0.01%	628
2024 Q2	$4K	Buy	11 +6	+120%	+$1.64K	﹤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%	-$2.91K	﹤0.01%	638
2023 Q2	$4.41K	Buy	+12	New	+$4.09K	﹤0.01%	932
2022 Q4	$4.61K	Buy	+12	New	+$4.22K	﹤0.01%	935