DWM
Defined Wealth Management’s Charter Communications CHTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Buy |
722
+2
| +0.3% | +$818 | 0.18% | 96 |
|
|
2025
Q1 | $265K | Hold |
720
| – | – | 0.18% | 99 |
|
|
2024
Q4 | $247K | Sell |
720
-90
| -11% | -$30.8K | 0.16% | 101 |
|
|
2024
Q3 | $263K | Sell |
810
-215
| -21% | -$69.7K | 0.17% | 100 |
|
|
2024
Q2 | $306K | Sell |
1,025
-25
| -2% | -$7.47K | 0.21% | 93 |
|
|
2024
Q1 | $305K | Sell |
1,050
-160
| -13% | -$46.5K | 0.22% | 93 |
|
|
2023
Q4 | $470K | Buy |
1,210
+2
| +0.2% | +$777 | 0.36% | 68 |
|
|
2023
Q3 | $531K | Buy |
1,208
+3
| +0.2% | +$1.32K | 0.45% | 58 |
|
|
2023
Q2 | $443K | Hold |
1,205
| – | – | 0.37% | 69 |
|
|
2023
Q1 | $431K | Hold |
1,205
| – | – | 0.4% | 66 |
|
|
2022
Q4 | $409K | Hold |
1,205
| – | – | 0.38% | 70 |
|
|
2022
Q3 | $366K | Hold |
1,205
| – | – | 0.4% | 65 |
|
|
2022
Q2 | $565K | Hold |
1,205
| – | – | 0.58% | 44 |
|
|
2022
Q1 | $657K | Hold |
1,205
| – | – | 0.58% | 38 |
|
|
2021
Q4 | $786K | Hold |
1,205
| – | – | 0.64% | 37 |
|
|
2021
Q3 | $877K | Hold |
1,205
| – | – | 0.78% | 28 |
|
|
2021
Q2 | $869K | Hold |
1,205
| – | – | 0.77% | 28 |
|
|
2021
Q1 | $744K | Hold |
1,205
| – | – | 0.71% | 30 |
|
|
2020
Q4 | $797K | Buy |
+1,205
| New | +$797K | 0.79% | 33 |
|