Elser Financial Planning’s Charter Communications CHTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,023
Closed -$351K 69
2024
Q4
$351K Buy
+1,023
New +$351K 0.02% 72
2024
Q3
Sell
-1,004
Closed -$300K 68
2024
Q2
$300K Buy
+1,004
New +$300K 0.05% 75