SWM

Sculati Wealth Management’s Charter Communications CHTR Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$231K	Hold	565	–	–	0.09%	113
2025 Q1	$208K	Buy	+565	New	+$208K	0.08%	106
2024 Q1	–	Sell	-565	Closed	-$220K	–	104
2023 Q4	$220K	Hold	565	–	–	0.1%	94
2023 Q3	$248K	Hold	565	–	–	0.13%	91
2023 Q2	$208K	Hold	565	–	–	0.1%	100
2023 Q1	$202K	Buy	+565	New	+$202K	0.11%	108
2022 Q3	–	Sell	-565	Closed	-$265K	–	118
2022 Q2	$265K	Hold	565	–	–	0.15%	100
2022 Q1	$308K	Hold	565	–	–	0.15%	96
2021 Q4	$368K	Hold	565	–	–	0.18%	90
2021 Q3	$411K	Hold	565	–	–	0.22%	87
2021 Q2	$408K	Hold	565	–	–	0.22%	89
2021 Q1	$349K	Hold	565	–	–	0.2%	93
2020 Q4	$374K	Hold	565	–	–	0.25%	81
2020 Q3	$353K	Hold	565	–	–	0.26%	80
2020 Q2	$288K	Hold	565	–	–	0.24%	75
2020 Q1	$247K	Hold	565	–	–	0.27%	74
2019 Q4	$274K	Buy	+565	New	+$274K	0.25%	77