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Heritage Wealth Management (Ohio)’s Charter Communications CHTR Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio CHTR Stock Details CHTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$532K Hold
1,302
– – 0.17% 128
2025
Q1 		$480K Hold
1,302
– – 0.16% 139
2024
Q4 		$446K Hold
1,302
– – 0.15% 144
2024
Q3 		$422K Hold
1,302
– – 0.14% 153
2024
Q2 		$393K Buy
+1,302
New +$393K 0.13% 155