Bartlett & Co Wealth Management’s Charter Communications CHTR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.44K	Buy	45 +2	+5%	+$433	﹤0.01%	965
2025 Q4	$8.98K	Buy	43 +2	+5%	+$450	﹤0.01%	940
2025 Q3	$11.3K	Buy	41 +10	+32%	+$3.02K	﹤0.01%	905
2025 Q2	$12.7K	Sell	31 -1	-3%	-$383	﹤0.01%	891
2025 Q1	$11.8K	Buy	32 +1	+3%	+$358	﹤0.01%	900
2024 Q4	$10.6K	Sell	31 -3	-9%	-$1.08K	﹤0.01%	906
2024 Q3	$11K	Hold	34	–	–	﹤0.01%	903
2024 Q2	$10.2K	Sell	34 -285	-89%	-$77.8K	﹤0.01%	915
2024 Q1	$92.7K	Hold	319	–	–	﹤0.01%	569
2023 Q4	$125K	Hold	319	–	–	﹤0.01%	544
2023 Q3	$140K	Hold	319	–	–	﹤0.01%	493
2023 Q2	$117K	Hold	319	–	–	﹤0.01%	524
2023 Q1	$114K	Hold	319	–	–	﹤0.01%	448
2022 Q4	$108K	Sell	319 -5	-2%	-$1.76K	﹤0.01%	461
2022 Q3	$98.3K	Sell	324 -3	-0.9%	-$1.28K	﹤0.01%	460
2022 Q2	$153K	Buy	327 +5	+2%	+$2.44K	﹤0.01%	404
2022 Q1	$176K	Hold	322	–	–	﹤0.01%	401
2021 Q4	$210K	Buy	322 +34	+12%	+$23.1K	﹤0.01%	388
2021 Q3	$210K	Hold	288	–	–	﹤0.01%	328
2021 Q2	$208K	Hold	288	–	–	﹤0.01%	329
2021 Q1	$178K	Sell	288 -4	-1%	-$2.5K	﹤0.01%	337
2020 Q4	$193K	Buy	292 +4	+1%	+$2.55K	﹤0.01%	332
2020 Q3	$180K	Hold	288	–	–	﹤0.01%	320
2020 Q2	$147K	Hold	288	–	–	﹤0.01%	341
2020 Q1	$126K	Buy	288 +3	+1%	+$1.47K	﹤0.01%	341
2019 Q4	$138K	Hold	285	–	–	﹤0.01%	373
2019 Q3	$117K	Sell	285 -5	-2%	-$2.02K	﹤0.01%	382
2019 Q2	$115K	Buy	+290	New	+$109K	﹤0.01%	313