Dogwood 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 | $6.59K | Buy |
16
+9
| +129% | +$3.71K | ﹤0.01% | 366 |
|
2025
Q1 | $2.58K | Buy |
+7
| New | +$2.58K | ﹤0.01% | 307 |
|
2024
Q4 | – | Hold |
0
| – | -$5 | – | 350 |
|
2024
Q3 | – | Hold |
0
| – | -$4 | – | 313 |
|
2024
Q2 | – | Hold |
0
| – | -$4 | – | 373 |
|
2024
Q1 | – | Hold |
0
| – | -$8 | – | 375 |
|
2023
Q4 | – | Hold |
0
| – | – | – | 312 |
|