Heritage Wealth Advisors’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
$29.4K Buy
+72
New +$29.4K ﹤0.01% 336
2020
Q1
Sell
-5
Closed -$2.43K 466
2019
Q4
$2.43K Buy
+5
New +$2.43K ﹤0.01% 522