PWM
Power Wealth Management’s Charter Communications CHTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Sell |
4,849
-171
| -3% | -$69.9K | 0.76% | 30 |
|
|
2025
Q1 | $1.85M | Sell |
5,020
-8
| -0.2% | -$2.95K | 0.75% | 31 |
|
|
2024
Q4 | $1.72M | Sell |
5,028
-56
| -1% | -$19.2K | 0.72% | 31 |
|
|
2024
Q3 | $1.65M | Buy |
5,084
+438
| +9% | +$142K | 0.7% | 30 |
|
|
2024
Q2 | $1.39M | Buy |
4,646
+2,986
| +180% | +$893K | 0.66% | 30 |
|
|
2024
Q1 | $482K | Buy |
1,660
+696
| +72% | +$202K | 0.3% | 67 |
|
|
2023
Q4 | $375K | Buy |
+964
| New | +$375K | 0.26% | 65 |
|