Whalen 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	$463K	Buy	1,132 +25	+2%	+$10.2K	0.29%	102
2025 Q1	$408K	Buy	1,107 +412	+59%	+$152K	0.27%	83
2024 Q4	$238K	Buy	+695	New	+$238K	0.17%	127