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 |
-592
| Closed | -$242K | – | 287 |
|
|
2025
Q2 | $242K | Hold |
592
| – | – | 0.02% | 259 |
|
|
2025
Q1 | $218K | Hold |
592
| – | – | 0.02% | 232 |
|
|
2024
Q4 | $203K | Buy |
+592
| New | +$214K | 0.02% | 221 |
|
|
2024
Q1 | – | Sell |
-836
| Closed | -$325K | – | 227 |
|
|
2023
Q4 | $325K | Hold |
836
| – | – | 0.03% | 178 |
|
|
2023
Q3 | $368K | Hold |
836
| – | – | 0.04% | 164 |
|
|
2023
Q2 | $307K | Hold |
836
| – | – | 0.03% | 176 |
|
|
2023
Q1 | $299K | Sell |
836
-60
| -7% | -$22.4K | 0.03% | 183 |
|
|
2022
Q4 | $304K | Hold |
896
| – | – | 0.04% | 180 |
|
|
2022
Q3 | $272K | Sell |
896
-31
| -3% | -$13.3K | 0.04% | 176 |
|
|
2022
Q2 | $434K | Hold |
927
| – | – | 0.06% | 157 |
|
|
2022
Q1 | $506K | Sell |
927
-32
| -3% | -$18.8K | 0.05% | 157 |
|
|
2021
Q4 | $625K | Sell |
959
-27
| -3% | -$18.4K | 0.07% | 146 |
|
|
2021
Q3 | $717K | Hold |
986
| – | – | 0.08% | 134 |
|
|
2021
Q2 | $711K | Hold |
986
| – | – | 0.08% | 132 |
|
|
2021
Q1 | $608K | Hold |
986
| – | – | 0.07% | 136 |
|
|
2020
Q4 | $652K | Hold |
986
| – | – | 0.08% | 127 |
|
|
2020
Q3 | $616K | Hold |
986
| – | – | 0.09% | 124 |
|
|
2020
Q2 | $503K | Hold |
986
| – | – | 0.07% | 128 |
|
|
2020
Q1 | $430K | Sell |
986
-25
| -2% | -$12.2K | 0.08% | 128 |
|
|
2019
Q4 | $490K | Hold |
1,011
| – | – | 0.07% | 134 |
|
|
2019
Q3 | $417K | Hold |
1,011
| – | – | 0.06% | 142 |
|
|
2019
Q2 | $400K | Hold |
1,011
| – | – | 0.08% | 119 |
|
|
2019
Q1 | $351K | Hold |
1,011
| – | – | 0.07% | 124 |
|
|
2018
Q4 | $288K | Buy |
1,011
+31
| +3% | +$9.72K | 0.06% | 131 |
|
|
2018
Q3 | $319K | Hold |
980
| – | – | 0.06% | 129 |
|
|
2018
Q2 | $287K | Hold |
980
| – | – | 0.06% | 136 |
|
|
2018
Q1 | $305K | Hold |
980
| – | – | 0.07% | 134 |
|
|
2017
Q4 | $329K | Hold |
980
| – | – | 0.07% | 130 |
|
|
2017
Q3 | $356K | Buy |
980
+4
| +0.4% | +$1.49K | 0.08% | 121 |
|
|
2017
Q2 | $329K | Hold |
976
| – | – | 0.08% | 119 |
|
|
2017
Q1 | $319K | Hold |
976
| – | – | 0.08% | 123 |
|
|
2016
Q4 | $281K | Sell |
976
-36
| -4% | -$9.69K | 0.07% | 133 |
|
|
2016
Q3 | $273K | Hold |
1,012
| – | – | 0.07% | 129 |
|
|
2016
Q2 | $231K | Buy |
+1,012
| New | +$217K | 0.07% | 136 |
|
Other funds holding CHTR
Beese Fulmer Investment Management's CHTR Position: Q3 2025 in Review
Beese Fulmer Investment Management sold out of Charter Communications (CHTR) in Q3 2025, closing a stake of 592 shares — an estimated $242K sold.
Beese Fulmer Investment Management first reported a position in CHTR in Q2 2016 and held it in 34 quarters. The position peaked at $717K in Q3 2021. 805 funds tracked by Wall St. Rank hold CHTR as of Q3 2025.
- Beese Fulmer Investment Management reported no remaining Charter Communications position as of Q3 2025 after selling out during the quarter.
- Beese Fulmer Investment Management sold 592 Charter Communications shares in Q3 2025, an estimated $242K.
- Beese Fulmer Investment Management first reported a position in Charter Communications in Q2 2016 and held it in 34 quarters.
- Beese Fulmer Investment Management's Charter Communications position peaked at $717K in Q3 2021.
- 805 funds tracked by Wall St. Rank held Charter Communications as of Q3 2025.
Based on Beese Fulmer Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.