Prestige Wealth Management Group’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	$6.26K	Buy	29 +6	+26%	+$1.3K	﹤0.01%	511
2025 Q4	$4.8K	Sell	23 -1,505	-98%	-$339K	﹤0.01%	587
2025 Q3	$420K	Sell	1,528 -44	-3%	-$13.3K	0.08%	119
2025 Q2	$643K	Sell	1,572 -123	-7%	-$47.1K	0.13%	85
2025 Q1	$625K	Buy	1,695 +13	+0.8%	+$4.65K	0.13%	82
2024 Q4	$577K	Sell	1,682 -168	-9%	-$60.7K	0.12%	87
2024 Q3	$600K	Buy	1,850 +318	+21%	+$107K	0.12%	88
2024 Q2	$458K	Buy	1,532 +201	+15%	+$54.9K	0.1%	94
2024 Q1	$387K	Buy	1,331 +13	+1%	+$4.18K	0.08%	106
2023 Q4	$512K	Buy	1,318 +93	+8%	+$37.9K	0.12%	80
2023 Q3	$539K	Buy	1,225 +4	+0.3%	+$1.66K	0.13%	74
2023 Q2	$449K	Buy	1,221 +1,174	+2,498%	+$401K	0.11%	93
2023 Q1	$16.8K	Sell	47 -5	-10%	-$1.87K	﹤0.01%	359
2022 Q4	$17.6K	Sell	52 -7	-12%	-$2.46K	﹤0.01%	370
2022 Q3	$17K	Sell	59 -6	-9%	-$2.57K	﹤0.01%	337
2022 Q2	$30K	Sell	65 -9	-12%	-$4.39K	0.01%	277
2022 Q1	$41K	Sell	74 -487	-87%	-$286K	0.01%	261
2021 Q4	$365K	Buy	561 +42	+8%	+$28.6K	0.09%	95
2021 Q3	$378K	Buy	519 +21	+4%	+$15.9K	0.1%	84
2021 Q2	$359K	Buy	498 +25	+5%	+$16.8K	0.1%	78
2021 Q1	$292K	Sell	473 -11	-2%	-$6.87K	0.08%	93
2020 Q4	$320K	Buy	484 +69	+17%	+$43.9K	0.09%	94
2020 Q3	$259K	Buy	415 +7	+2%	+$4.13K	0.08%	95
2020 Q2	$208K	Sell	408 -40	-9%	-$20.3K	0.07%	96
2020 Q1	$195K	Buy	448 +435	+3,346%	+$213K	0.08%	80
2019 Q4	$6K	Buy	13 +1	+8%	+$460	﹤0.01%	400
2019 Q3	$5K	Buy	12 +6	+100%	+$2.42K	﹤0.01%	409
2019 Q2	$2K	Hold	6	–	–	﹤0.01%	448
2019 Q1	$2K	Sell	6 -66	-92%	-$21.7K	﹤0.01%	449
2018 Q4	$21K	Buy	+72	New	+$22.6K	0.02%	295