GWM
Gitterman Wealth Management’s Charter Communications CHTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251K | Buy |
+615
| New | +$251K | 0.06% | 104 |
|
|
2023
Q1 | – | Sell |
-740
| Closed | -$251K | – | 89 |
|
|
2022
Q4 | $251K | Buy |
+740
| New | +$251K | 0.13% | 48 |
|
|
2021
Q2 | – | Sell |
-360
| Closed | -$222K | – | 80 |
|
|
2021
Q1 | $222K | Buy |
+360
| New | +$222K | 0.14% | 54 |
|