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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$358K	Hold
2025 Q2	$532K	Hold
2025 Q1	$480K	Hold
2024 Q4	$446K	Hold
2024 Q3	$422K	Hold
2024 Q2	$393K	Buy