Everhart Financial Group’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
$398K Buy
973
+240
+33% +$98.1K 0.05% 256
2025
Q1
$270K Buy
+733
New +$270K 0.04% 286