HB Wealth Management’s Charter Communications CHTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$633K Buy
2025
Q2
$779K Sell
2025
Q1
$822K Buy
2024
Q4
$569K Buy
2024
Q3
$497K Buy
2024
Q2
$415K Buy
2024
Q1
$259K Sell
2023
Q4
$539K Sell
2023
Q3
$797K Buy
2023
Q2
$485K Sell
2023
Q1
$488K Buy
2022
Q4
$381K Buy
2022
Q3
$211K Sell
2022
Q2
$381K Buy
2022
Q1
$347K Buy
2021
Q4
$341K Buy