Bartlett & Co Wealth Management’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 | $12.7K | Sell |
31
-1
| -3% | -$409 | ﹤0.01% | 891 |
|
|
2025
Q1 | $11.8K | Buy |
32
+1
| +3% | +$369 | ﹤0.01% | 900 |
|
|
2024
Q4 | $10.6K | Sell |
31
-3
| -9% | -$1.03K | ﹤0.01% | 906 |
|
|
2024
Q3 | $11K | Hold |
34
| – | – | ﹤0.01% | 903 |
|
|
2024
Q2 | $10.2K | Sell |
34
-285
| -89% | -$85.2K | ﹤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% | -$1.7K | ﹤0.01% | 461 |
|
|
2022
Q3 | $98.3K | Sell |
324
-3
| -0.9% | -$910 | ﹤0.01% | 460 |
|
|
2022
Q2 | $153K | Buy |
327
+5
| +2% | +$2.34K | ﹤0.01% | 404 |
|
|
2022
Q1 | $176K | Hold |
322
| – | – | ﹤0.01% | 401 |
|
|
2021
Q4 | $210K | Buy |
322
+34
| +12% | +$22.2K | ﹤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% | -$2.47K | ﹤0.01% | 337 |
|
|
2020
Q4 | $193K | Buy |
292
+4
| +1% | +$2.65K | ﹤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% | +$1.31K | ﹤0.01% | 341 |
|
|
2019
Q4 | $138K | Hold |
285
| – | – | ﹤0.01% | 373 |
|
|
2019
Q3 | $117K | Sell |
285
-5
| -2% | -$2.06K | ﹤0.01% | 382 |
|
|
2019
Q2 | $115K | Buy |
+290
| New | +$115K | ﹤0.01% | 313 |
|