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Whipplewood Advisors’s Charter Communications CHTR Stock Holding History

Whipplewood Advisors’s Portfolio CHTR Stock Details CHTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$6.54K Buy
16
+5
+45% +$2.04K ﹤0.01% 644
2025
Q1 		$5.9K Sell
11
-5
-31% -$2.68K ﹤0.01% 665
2024
Q4 		$5.49K Buy
+16
New +$5.49K ﹤0.01% 683