Venturi 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
Q1 | – | Sell |
-173
| Closed | -$59.3K | – | 790 |
|
|
2024
Q4 | $59.3K | Buy |
173
+5
| +3% | +$1.71K | ﹤0.01% | 966 |
|
|
2024
Q3 | $54.4K | Buy |
168
+3
| +2% | +$972 | ﹤0.01% | 737 |
|
|
2024
Q2 | $49.3K | Buy |
165
+116
| +237% | +$34.7K | ﹤0.01% | 669 |
|
|
2024
Q1 | $14.2K | Buy |
49
+12
| +32% | +$3.49K | ﹤0.01% | 831 |
|
|
2023
Q4 | $14.4K | Buy |
37
+3
| +9% | +$1.17K | ﹤0.01% | 787 |
|
|
2023
Q3 | $15K | Buy |
34
+10
| +42% | +$4.4K | ﹤0.01% | 708 |
|
|
2023
Q2 | $8.82K | Hold |
24
| – | – | ﹤0.01% | 672 |
|
|
2023
Q1 | $8.58K | Buy |
+24
| New | +$8.58K | ﹤0.01% | 739 |
|