Alpha Family Trust’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 | $233K | Hold |
570
| – | – | 0.12% | 168 |
|
|
2025
Q1 | $210K | Sell |
570
-75
| -12% | -$27.6K | 0.12% | 159 |
|
|
2024
Q4 | $221K | Sell |
645
-150
| -19% | -$51.4K | 0.12% | 140 |
|
|
2024
Q3 | $258K | Buy |
+795
| New | +$258K | 0.14% | 125 |
|
|
2024
Q1 | – | Sell |
-830
| Closed | -$323K | – | 158 |
|
|
2023
Q4 | $323K | Hold |
830
| – | – | 0.22% | 89 |
|
|
2023
Q3 | $365K | Hold |
830
| – | – | 0.28% | 68 |
|
|
2023
Q2 | $305K | Hold |
830
| – | – | 0.21% | 78 |
|
|
2023
Q1 | $297K | Hold |
830
| – | – | 0.24% | 80 |
|
|
2022
Q4 | $281K | Buy |
+830
| New | +$281K | 0.25% | 83 |
|