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 |
|