GeoWealth 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 | $99.3K | Sell |
243
-6
| -2% | -$2.45K | ﹤0.01% | 819 |
|
|
2025
Q1 | $91.8K | Sell |
249
-111
| -31% | -$40.9K | ﹤0.01% | 801 |
|
|
2024
Q4 | $123K | Sell |
360
-34
| -9% | -$11.7K | ﹤0.01% | 908 |
|
|
2024
Q3 | $128K | Buy |
+394
| New | +$128K | ﹤0.01% | 837 |
|
|
2024
Q1 | – | Sell |
-290
| Closed | -$113K | – | 854 |
|
|
2023
Q4 | $113K | Buy |
+290
| New | +$113K | 0.01% | 578 |
|