Total Clarity Wealth Management’s Charter Communications CHTR Stock Holding History

Total Clarity Wealth Management’s Portfolio CHTR Stock Details CHTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-613	Closed	-$210K	–	294
2025 Q1	$210K	Hold	613	–	–	0.07%	245
2024 Q4	$210K	Sell	613 -27	-4%	-$9.76K	0.07%	245
2024 Q3	$207K	Sell	640 -131	-17%	-$44.1K	0.07%	241
2024 Q2	$230K	Sell	771 -153	-17%	-$41.8K	0.08%	221
2024 Q1	$269K	Buy	+924	New	+$297K	0.09%	215
2022 Q3	–	Sell	-3	Closed	-$1K	–	335
2022 Q2	$1K	Buy	+3	New	+$1.46K	﹤0.01%	959
2022 Q1	–	Sell	-3	Closed	-$2K	–	323
2021 Q4	$2K	Hold	3	–	–	﹤0.01%	902
2021 Q3	$2K	Buy	+3	New	+$2.28K	﹤0.01%	912
2021 Q2	–	Sell	-3	Closed	-$2K	–	282
2021 Q1	$2K	Buy	+3	New	+$1.88K	﹤0.01%	774
2020 Q1	–	Sell	-3	Closed	-$1K	–	169
2019 Q4	$1K	Buy	+3	New	+$1.38K	﹤0.01%	667

Other funds holding CHTR

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Total Clarity Wealth Management's CHTR Position: Q2 2025 in Review

Total Clarity Wealth Management sold out of Charter Communications (CHTR) in Q2 2025, closing a stake of 613 shares — an estimated $210K sold.

Total Clarity Wealth Management first reported a position in CHTR in Q4 2019 and held it in 10 quarters. The position peaked at $269K in Q1 2024. 887 funds tracked by Wall St. Rank hold CHTR as of Q2 2025.

Total Clarity Wealth Management reported no remaining Charter Communications position as of Q2 2025 after selling out during the quarter.
Total Clarity Wealth Management sold 613 Charter Communications shares in Q2 2025, an estimated $210K.
Total Clarity Wealth Management first reported a position in Charter Communications in Q4 2019 and held it in 10 quarters.
Total Clarity Wealth Management's Charter Communications position peaked at $269K in Q1 2024.
887 funds tracked by Wall St. Rank held Charter Communications as of Q2 2025.

Based on Total Clarity Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.