Beese Fulmer Investment 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	$242K	Hold	592	–	–	0.02%	259
2025 Q1	$218K	Hold	592	–	–	0.02%	232
2024 Q4	$203K	Buy	+592	New	+$203K	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%	-$21.5K	0.03%	183
2022 Q4	$304K	Hold	896	–	–	0.04%	180
2022 Q3	$272K	Sell	896 -31	-3%	-$9.41K	0.04%	176
2022 Q2	$434K	Hold	927	–	–	0.06%	157
2022 Q1	$506K	Sell	927 -32	-3%	-$17.5K	0.05%	157
2021 Q4	$625K	Sell	959 -27	-3%	-$17.6K	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%	-$10.9K	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%	+$8.83K	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%	+$1.45K	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%	-$10.4K	0.07%	133
2016 Q3	$273K	Hold	1,012	–	–	0.07%	129
2016 Q2	$231K	Buy	+1,012	New	+$231K	0.07%	136