Rise Advisors’s Charter Communications CHTR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-73	Closed	-$20.1K	–	346
2025 Q3	$20.1K	Buy	73 +5	+7%	+$1.51K	0.01%	574
2025 Q2	$27.8K	Hold	68	–	–	0.01%	376
2025 Q1	$25.1K	Sell	68 -15	-18%	-$5.37K	0.01%	395
2024 Q4	$28.4K	Hold	83	–	–	0.01%	423
2024 Q3	$26.9K	Hold	83	–	–	0.01%	469
2024 Q2	$24.8K	Hold	83	–	–	0.01%	480
2024 Q1	$24.1K	Buy	83 +82	+8,200%	+$26.4K	0.01%	514
2023 Q4	$389	Hold	1	–	–	﹤0.01%	576
2023 Q3	$440	Hold	1	–	–	﹤0.01%	587
2023 Q2	$367	Hold	1	–	–	﹤0.01%	636
2023 Q1	$358	Hold	1	–	–	﹤0.01%	757
2022 Q4	$339	Hold	1	–	–	﹤0.01%	725
2022 Q3	$0	Hold	1	–	–	﹤0.01%	712
2022 Q2	$0	Hold	1	–	–	﹤0.01%	710
2022 Q1	$1K	Hold	1	–	–	﹤0.01%	586
2021 Q4	$652	Buy	+1	New	+$681	﹤0.01%	615