Integrated Wealth Concepts’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
Q2 | $563K | Buy |
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|
2025
Q1 | $336K | Buy |
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|
2024
Q4 | $269K | Buy |
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|
2024
Q3 | – | Sell |
|
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|
2024
Q2 | $205K | Sell |
|
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|
2024
Q1 | $219K | Sell |
|
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|
2023
Q4 | $327K | Buy |
|
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|
2023
Q3 | $367K | Sell |
|
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|
2023
Q2 | $348K | Sell |
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|
2023
Q1 | $409K | Buy |
|
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|
2022
Q3 | – | Sell |
|
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|
2022
Q2 | $221K | Sell |
|
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|
2022
Q1 | $265K | Buy |
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|
2021
Q4 | $300K | Sell |
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|
2021
Q3 | $463K | Buy |
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|
2021
Q2 | $258K | Buy |
|