Focus Partners 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
$965K Sell
2,361
-2,279
-49% -$932K ﹤0.01% 1152
2025
Q1
$1.71M Buy
4,640
+2,514
+118% +$927K ﹤0.01% 887
2024
Q4
$729K Buy
2,126
+572
+37% +$196K ﹤0.01% 1160
2024
Q3
$504K Sell
1,554
-16
-1% -$5.19K ﹤0.01% 1134
2024
Q2
$469K Buy
1,570
+224
+17% +$66.9K ﹤0.01% 965
2024
Q1
$391K Sell
1,346
-88
-6% -$25.6K ﹤0.01% 771
2023
Q4
$557K Buy
+1,434
New +$557K 0.01% 557