MCWA
Meadow Creek Wealth Advisors’s Charter Communications CHTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-607
| Closed | -$224K | – | 144 |
|
|
2025
Q1 | $224K | Hold |
607
| – | – | 0.17% | 124 |
|
|
2024
Q4 | $208K | Buy |
+607
| New | +$208K | 0.15% | 134 |
|
|
2024
Q1 | – | Sell |
-663
| Closed | -$258K | – | 132 |
|
|
2023
Q4 | $258K | Buy |
+663
| New | +$258K | 0.25% | 86 |
|
|
2022
Q3 | $238K | Sell |
784
-91
| -10% | -$27.6K | 0.31% | 81 |
|
|
2022
Q2 | $410K | Sell |
875
-119
| -12% | -$55.8K | 0.5% | 50 |
|
|
2022
Q1 | $542K | Sell |
994
-46
| -4% | -$25.1K | 0.59% | 40 |
|
|
2021
Q4 | $678K | Buy |
+1,040
| New | +$678K | 0.64% | 32 |
|