Shira Ridge Wealth Management’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 | $975K | Hold |
2,385
| – | – | 0.45% | 35 |
|
|
2025
Q1 | $879K | Hold |
2,385
| – | – | 0.44% | 36 |
|
|
2024
Q4 | $818K | Hold |
2,385
| – | – | 0.4% | 36 |
|
|
2024
Q3 | $773K | Hold |
2,385
| – | – | 0.39% | 41 |
|
|
2024
Q2 | $713K | Hold |
2,385
| – | – | 0.4% | 41 |
|
|
2024
Q1 | $693K | Sell |
2,385
-7
| -0.3% | -$2.03K | 0.4% | 41 |
|
|
2023
Q4 | $930K | Sell |
2,392
-3
| -0.1% | -$1.17K | 0.56% | 30 |
|
|
2023
Q3 | $1.05M | Buy |
2,395
+3
| +0.1% | +$1.32K | 0.69% | 28 |
|
|
2023
Q2 | $879K | Hold |
2,392
| – | – | 0.55% | 30 |
|
|
2023
Q1 | $855K | Buy |
2,392
+7
| +0.3% | +$2.5K | 0.56% | 29 |
|
|
2022
Q4 | $809K | Buy |
+2,385
| New | +$809K | 0.56% | 29 |
|