Prestige Wealth Management 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 | $643K | Sell |
1,572
-123
| -7% | -$50.3K | 0.13% | 85 |
|
|
2025
Q1 | $625K | Buy |
1,695
+13
| +0.8% | +$4.79K | 0.13% | 82 |
|
|
2024
Q4 | $577K | Sell |
1,682
-168
| -9% | -$57.6K | 0.12% | 87 |
|
|
2024
Q3 | $600K | Buy |
1,850
+318
| +21% | +$103K | 0.12% | 87 |
|
|
2024
Q2 | $458K | Buy |
1,532
+201
| +15% | +$60.1K | 0.1% | 94 |
|
|
2024
Q1 | $387K | Buy |
1,331
+13
| +1% | +$3.78K | 0.08% | 105 |
|
|
2023
Q4 | $512K | Buy |
1,318
+93
| +8% | +$36.1K | 0.12% | 80 |
|
|
2023
Q3 | $539K | Buy |
1,225
+4
| +0.3% | +$1.76K | 0.13% | 74 |
|
|
2023
Q2 | $449K | Buy |
1,221
+1,174
| +2,498% | +$431K | 0.11% | 93 |
|
|
2023
Q1 | $16.8K | Sell |
47
-5
| -10% | -$1.79K | ﹤0.01% | 358 |
|
|
2022
Q4 | $17.6K | Sell |
52
-7
| -12% | -$2.37K | ﹤0.01% | 368 |
|
|
2022
Q3 | $17K | Sell |
59
-6
| -9% | -$1.73K | ﹤0.01% | 337 |
|
|
2022
Q2 | $30K | Sell |
65
-9
| -12% | -$4.15K | 0.01% | 277 |
|
|
2022
Q1 | $41K | Sell |
74
-487
| -87% | -$270K | 0.01% | 261 |
|
|
2021
Q4 | $365K | Buy |
561
+42
| +8% | +$27.3K | 0.09% | 95 |
|
|
2021
Q3 | $378K | Buy |
519
+21
| +4% | +$15.3K | 0.1% | 84 |
|
|
2021
Q2 | $359K | Buy |
498
+25
| +5% | +$18K | 0.1% | 78 |
|
|
2021
Q1 | $292K | Sell |
473
-11
| -2% | -$6.79K | 0.08% | 93 |
|
|
2020
Q4 | $320K | Buy |
484
+69
| +17% | +$45.6K | 0.09% | 94 |
|
|
2020
Q3 | $259K | Buy |
415
+7
| +2% | +$4.37K | 0.08% | 95 |
|
|
2020
Q2 | $208K | Sell |
408
-40
| -9% | -$20.4K | 0.07% | 96 |
|
|
2020
Q1 | $195K | Buy |
448
+435
| +3,346% | +$189K | 0.08% | 80 |
|
|
2019
Q4 | $6K | Buy |
13
+1
| +8% | +$462 | ﹤0.01% | 400 |
|
|
2019
Q3 | $5K | Buy |
12
+6
| +100% | +$2.5K | ﹤0.01% | 409 |
|
|
2019
Q2 | $2K | Hold |
6
| – | – | ﹤0.01% | 448 |
|
|
2019
Q1 | $2K | Sell |
6
-66
| -92% | -$22K | ﹤0.01% | 449 |
|
|
2018
Q4 | $21K | Buy |
+72
| New | +$21K | 0.02% | 295 |
|