CreativeOne Wealth’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
$1.76M Buy
4,299
+89
+2% +$36.4K 0.05% 376
2025
Q1
$1.55M Buy
4,210
+1,999
+90% +$737K 0.05% 358
2024
Q4
$758K Buy
2,211
+1,002
+83% +$343K 0.02% 564
2024
Q3
$392K Sell
1,209
-5
-0.4% -$1.62K 0.01% 707
2024
Q2
$363K Buy
1,214
+135
+13% +$40.4K 0.02% 565
2024
Q1
$314K Buy
1,079
+403
+60% +$117K 0.01% 707
2023
Q4
$263K Buy
+676
New +$263K 0.02% 541