Ritholtz Wealth Management’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	-5,732	Closed	-$1.58M	–	1132
2025 Q3	$1.58M	Buy	5,732 +2,382	+71%	+$720K	0.03%	391
2025 Q2	$1.37M	Sell	3,350 -164	-5%	-$62.8K	0.03%	386
2025 Q1	$1.3M	Buy	3,514 +209	+6%	+$74.8K	0.04%	340
2024 Q4	$1.13M	Buy	+3,305	New	+$1.19M	0.03%	332
2023 Q4	–	Sell	-845	Closed	-$372K	–	763
2023 Q3	$372K	Buy	+845	New	+$351K	0.02%	510
2022 Q4	–	Sell	-960	Closed	-$291K	–	600
2022 Q3	$291K	Buy	960 +400	+71%	+$171K	0.02%	547
2022 Q2	$262K	Buy	560 +122	+28%	+$59.5K	0.02%	438
2022 Q1	$239K	Sell	438 -196	-31%	-$115K	0.02%	463
2021 Q4	$413K	Sell	634 -25	-4%	-$17K	0.03%	342
2021 Q3	$479K	Buy	659 +116	+21%	+$88K	0.03%	278
2021 Q2	$392K	Buy	543 +106	+24%	+$71.4K	0.03%	306
2021 Q1	$270K	Sell	437 -72	-14%	-$45K	0.02%	336
2020 Q4	$337K	Buy	+509	New	+$324K	0.03%	232