Mosaic Financial Group’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 | $2.33M | Hold |
5,694
| – | – | 1.78% | 9 |
|
|
2025
Q1 | $2.1M | Sell |
5,694
-5,694
| -50% | -$2.1M | 1.71% | 11 |
|
|
2024
Q4 | $3.9M | Hold |
11,388
| – | – | 2.8% | 7 |
|
|
2024
Q3 | $3.69M | Sell |
11,388
-358
| -3% | -$116K | 2.62% | 7 |
|
|
2024
Q2 | $3.51M | Buy |
11,746
+5,873
| +100% | +$1.76M | 2.52% | 7 |
|
|
2024
Q1 | $1.71M | Buy |
+5,873
| New | +$1.71M | 1.37% | 14 |
|