Powell Investment Advisors’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	$233K	Buy	569 +25	+5%	+$10.2K	0.09%	119
2025 Q1	$200K	Buy	+544	New	+$200K	0.1%	115
2024 Q1	–	Sell	-544	Closed	-$211K	–	147
2023 Q4	$211K	Hold	544	–	–	0.12%	112
2023 Q3	$239K	Buy	+544	New	+$239K	0.14%	94