Pinnacle Wealth Planning Services’s Charter Communications CHTR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$55.7K	Buy	258 +169	+190%	+$36.6K	0.01%	1138
2025 Q4	$18.6K	Buy	+89	New	+$20K	﹤0.01%	1754
2022 Q3	–	Sell	-679	Closed	-$318K	–	416
2022 Q2	$318K	Buy	+679	New	+$331K	0.06%	231
2022 Q1	–	Sell	-565	Closed	-$368K	–	441
2021 Q4	$368K	Buy	565 +29	+5%	+$19.7K	0.07%	220
2021 Q3	$390K	Buy	536 +1	+0.2%	+$759	0.09%	190
2021 Q2	$386K	Buy	535 +152	+40%	+$102K	0.09%	187
2021 Q1	$236K	Sell	383 -66	-15%	-$41.2K	0.06%	263
2020 Q4	$297K	Sell	449 -28	-6%	-$17.8K	0.07%	196
2020 Q3	$297K	Sell	477 -1	-0.2%	-$590	0.1%	169
2020 Q2	$244K	Sell	478 -72	-13%	-$36.5K	0.08%	186
2020 Q1	$239K	Buy	550 +124	+29%	+$60.6K	0.11%	165
2019 Q4	$206K	Buy	+426	New	+$196K	0.1%	209