WAM
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Worth Asset Management’s Charter Communications CHTR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,367
Closed -$767K 145
2024
Q3
$767K Buy
+2,367
New +$767K 0.42% 56
2023
Q4
Sell
-5,103
Closed -$2.24M 115
2023
Q3
$2.24M Buy
+5,103
New +$2.24M 1.81% 7