Beese Fulmer Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $242K | Hold |
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|
2025
Q1 | $218K | Hold |
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|
2024
Q4 | $203K | Buy |
|
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $325K | Hold |
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|
2023
Q3 | $368K | Hold |
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|
2023
Q2 | $307K | Hold |
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|
2023
Q1 | $299K | Sell |
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|
2022
Q4 | $304K | Hold |
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|
2022
Q3 | $272K | Sell |
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|
2022
Q2 | $434K | Hold |
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|
2022
Q1 | $506K | Sell |
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|
2021
Q4 | $625K | Sell |
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|
2021
Q3 | $717K | Hold |
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|
2021
Q2 | $711K | Hold |
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|
2021
Q1 | $608K | Hold |
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|
2020
Q4 | $652K | Hold |
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|
2020
Q3 | $616K | Hold |
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|
2020
Q2 | $503K | Hold |
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|
2020
Q1 | $430K | Sell |
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|
2019
Q4 | $490K | Hold |
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|
2019
Q3 | $417K | Hold |
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|
2019
Q2 | $400K | Hold |
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|
2019
Q1 | $351K | Hold |
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|
2018
Q4 | $288K | Buy |
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|
2018
Q3 | $319K | Hold |
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|
2018
Q2 | $287K | Hold |
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|
2018
Q1 | $305K | Hold |
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|
2017
Q4 | $329K | Hold |
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|
2017
Q3 | $356K | Buy |
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|
2017
Q2 | $329K | Hold |
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|
2017
Q1 | $319K | Hold |
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|
2016
Q4 | $281K | Sell |
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|
2016
Q3 | $273K | Hold |
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|
2016
Q2 | $231K | Buy |
|