Western Pacific 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
Q2 | $190K | Hold |
465
| – | – | 0.18% | 66 |
|
|
2025
Q1 | $171K | Hold |
465
| – | – | 0.15% | 70 |
|
|
2024
Q4 | $159K | Buy |
465
+175
| +60% | +$60K | 0.13% | 77 |
|
|
2024
Q3 | $94K | Hold |
290
| – | – | 0.06% | 131 |
|
|
2024
Q2 | $86.7K | Sell |
290
-630
| -68% | -$188K | 0.07% | 111 |
|
|
2024
Q1 | $267K | Buy |
920
+549
| +148% | +$160K | 0.19% | 37 |
|
|
2023
Q4 | $144K | Buy |
371
+13
| +4% | +$5.05K | 0.11% | 65 |
|
|
2023
Q3 | $157K | Buy |
358
+173
| +94% | +$76.1K | 0.13% | 52 |
|
|
2023
Q2 | $68K | Buy |
+185
| New | +$68K | 0.05% | 114 |
|
|
2023
Q1 | – | Sell |
-71
| Closed | -$24.1K | – | 303 |
|
|
2022
Q4 | $24.1K | Buy |
+71
| New | +$24.1K | 0.02% | 169 |
|