Wedmont Private Capital’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 | $235K | Buy |
+582
| New | +$235K | 0.01% | 667 |
|
|
2024
Q1 | – | Sell |
-541
| Closed | -$205K | – | 608 |
|
|
2023
Q4 | $205K | Sell |
541
-34
| -6% | -$12.9K | 0.02% | 531 |
|
|
2023
Q3 | $254K | Buy |
+575
| New | +$254K | 0.03% | 419 |
|
|
2022
Q3 | – | Sell |
-815
| Closed | -$382K | – | 375 |
|
|
2022
Q2 | $382K | Buy |
+815
| New | +$382K | 0.08% | 177 |
|