Transamerica Financial Advisors’s Charter Communications CHTR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$34.1K	Buy	158 +111	+236%	+$24K	﹤0.01%	706
2025 Q4	$9.81K	Buy	47 +38	+422%	+$8.55K	﹤0.01%	854
2025 Q3	$2.48K	Buy	+9	New	+$2.72K	﹤0.01%	1005
2024 Q1	–	Sell	-1	Closed	-$1K	–	611
2023 Q4	$1K	Hold	1	–	–	﹤0.01%	408
2023 Q3	$1K	Hold	1	–	–	﹤0.01%	435
2023 Q2	$1K	Hold	1	–	–	﹤0.01%	406
2023 Q1	$1K	Sell	1 -1	-50%	-$374	﹤0.01%	401
2022 Q4	$1K	Hold	2	–	–	﹤0.01%	450
2022 Q3	$1K	Hold	2	–	–	﹤0.01%	422
2022 Q2	$1K	Buy	+2	New	+$975	﹤0.01%	431
2021 Q2	–	Sell	-2	Closed	-$1K	–	208
2021 Q1	$1K	Hold	2	–	–	0.02%	127
2020 Q4	$1K	Buy	+2	New	+$1.27K	0.02%	121