HB Wealth 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 | $779K | Sell |
1,905
-326
| -15% | -$133K | 0.01% | 589 |
|
|
2025
Q1 | $822K | Buy |
2,231
+571
| +34% | +$210K | 0.01% | 583 |
|
|
2024
Q4 | $569K | Buy |
1,660
+126
| +8% | +$43.2K | 0.01% | 571 |
|
|
2024
Q3 | $497K | Buy |
1,534
+147
| +11% | +$47.6K | 0.01% | 581 |
|
|
2024
Q2 | $415K | Buy |
1,387
+497
| +56% | +$149K | ﹤0.01% | 594 |
|
|
2024
Q1 | $259K | Sell |
890
-496
| -36% | -$144K | ﹤0.01% | 705 |
|
|
2023
Q4 | $539K | Sell |
1,386
-426
| -24% | -$166K | 0.01% | 433 |
|
|
2023
Q3 | $797K | Buy |
1,812
+491
| +37% | +$216K | 0.01% | 334 |
|
|
2023
Q2 | $485K | Sell |
1,321
-43
| -3% | -$15.8K | 0.01% | 424 |
|
|
2023
Q1 | $488K | Buy |
1,364
+241
| +21% | +$86.2K | 0.01% | 419 |
|
|
2022
Q4 | $381K | Buy |
1,123
+428
| +62% | +$145K | 0.01% | 462 |
|
|
2022
Q3 | $211K | Sell |
695
-118
| -15% | -$35.8K | ﹤0.01% | 535 |
|
|
2022
Q2 | $381K | Buy |
813
+176
| +28% | +$82.5K | 0.01% | 394 |
|
|
2022
Q1 | $347K | Buy |
637
+114
| +22% | +$62.1K | 0.01% | 419 |
|
|
2021
Q4 | $341K | Buy |
+523
| New | +$341K | 0.01% | 366 |
|