Annis Gardner Whiting Capital Advisors’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 | $1.15M | Buy |
2,817
+167
| +6% | +$68.3K | 0.4% | 50 |
|
|
2025
Q1 | $977K | Sell |
2,650
-1,166
| -31% | -$430K | 0.41% | 53 |
|
|
2024
Q4 | $1.31M | Sell |
3,816
-80
| -2% | -$27.4K | 0.37% | 55 |
|
|
2024
Q3 | $1.26M | Sell |
3,896
-82
| -2% | -$26.6K | 0.36% | 52 |
|
|
2024
Q2 | $1.19M | Buy |
3,978
+107
| +3% | +$32K | 0.34% | 51 |
|
|
2024
Q1 | $1.13M | Sell |
3,871
-118
| -3% | -$34.3K | 0.4% | 36 |
|
|
2023
Q4 | $1.55M | Buy |
3,989
+433
| +12% | +$168K | 0.69% | 20 |
|
|
2023
Q3 | $1.56M | Buy |
+3,556
| New | +$1.56M | 0.83% | 16 |
|