SWP
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Sagespring Wealth Partners’s Charter Communications CHTR Stock Holding History

Sagespring Wealth Partners’s Portfolio CHTR Stock Details CHTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$419K Buy
1,024
+131
+15% +$53.5K 0.01% 482
2025
Q1 		$329K Buy
893
+191
+27% +$70.4K 0.01% 484
2024
Q4 		$241K Buy
+702
New +$241K 0.01% 539