True Wealth Design’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
$5.06K Buy
12
+2
+20% +$844 ﹤0.01% 799
2025
Q1
$3.83K Buy
10
+4
+67% +$1.53K ﹤0.01% 769
2024
Q4
$2.19K Buy
6
+3
+100% +$1.09K ﹤0.01% 714
2024
Q3
$973 Buy
3
+1
+50% +$324 ﹤0.01% 980
2024
Q2
$598 Sell
2
-1
-33% -$299 ﹤0.01% 622
2024
Q1
$872 Buy
3
+1
+50% +$291 ﹤0.01% 495
2023
Q4
$778 Hold
2
﹤0.01% 386
2023
Q3
$880 Hold
2
﹤0.01% 334
2023
Q2
$735 Hold
2
﹤0.01% 365
2023
Q1
$716 Sell
2
-1
-33% -$358 ﹤0.01% 451
2022
Q4
$1.02K Buy
+3
New +$1.02K ﹤0.01% 341