Bogart Wealth LLC’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
Q2 | $2.56K | Buy |
18
+3
| +20% | +$501 | ﹤0.01% | 1388 |
|
|
2026
Q1 | $3.24K | Buy |
15
+6
| +67% | +$1.3K | ﹤0.01% | 1172 |
|
|
2025
Q4 | $1.88K | Buy |
9
+1
| +13% | +$225 | ﹤0.01% | 1191 |
|
|
2025
Q3 | $2.2K | Buy |
8
+3
| +60% | +$907 | ﹤0.01% | 1138 |
|
|
2025
Q2 | $2.04K | Buy |
5
+1
| +25% | +$383 | ﹤0.01% | 1103 |
|
|
2025
Q1 | $1.47K | Buy |
4
+2
| +100% | +$715 | ﹤0.01% | 1119 |
|
|
2024
Q4 | $686 | Hold |
2
| – | – | ﹤0.01% | 1242 |
|
|
2024
Q3 | $648 | Hold |
2
| – | – | ﹤0.01% | 1053 |
|
|
2024
Q2 | $598 | Hold |
2
| – | – | ﹤0.01% | 1041 |
|
|
2024
Q1 | $581 | Hold |
2
| – | – | ﹤0.01% | 1004 |
|
|
2023
Q4 | $777 | Hold |
2
| – | – | ﹤0.01% | 977 |
|
|
2023
Q3 | $880 | Hold |
2
| – | – | ﹤0.01% | 970 |
|
|
2023
Q2 | $735 | Hold |
2
| – | – | ﹤0.01% | 963 |
|
|
2023
Q1 | $715 | Hold |
2
| – | – | ﹤0.01% | 1012 |
|
|
2022
Q4 | $678 | Sell |
2
-9
| -82% | -$3.16K | ﹤0.01% | 888 |
|
|
2022
Q3 | $3K | Hold |
11
| – | – | ﹤0.01% | 765 |
|
|
2022
Q2 | $5K | Buy |
11
+2
| +22% | +$975 | ﹤0.01% | 631 |
|
|
2022
Q1 | $5K | Hold |
9
| – | – | ﹤0.01% | 570 |
|
|
2021
Q4 | $6K | Hold |
9
| – | – | ﹤0.01% | 528 |
|
|
2021
Q3 | $7K | Hold |
9
| – | – | ﹤0.01% | 496 |
|
|
2021
Q2 | $6K | Hold |
9
| – | – | ﹤0.01% | 491 |
|
|
2021
Q1 | $6K | Hold |
9
| – | – | ﹤0.01% | 454 |
|
|
2020
Q4 | $5K | Hold |
9
| – | – | ﹤0.01% | 372 |
|
|
2020
Q3 | $5K | Sell |
9
-4
| -31% | -$2.36K | ﹤0.01% | 358 |
|
|
2020
Q2 | $7K | Hold |
13
| – | – | ﹤0.01% | 320 |
|
|
2020
Q1 | $6K | Hold |
13
| – | – | ﹤0.01% | 307 |
|
|
2019
Q4 | $6K | Buy |
13
+4
| +44% | +$1.84K | ﹤0.01% | 317 |
|
|
2019
Q3 | $4K | Hold |
9
| – | – | ﹤0.01% | 304 |
|
|
2019
Q2 | $3K | Hold |
9
| – | – | ﹤0.01% | 298 |
|
|
2019
Q1 | $3K | Hold |
9
| – | – | ﹤0.01% | 297 |
|
|
2018
Q4 | $2K | Hold |
9
| – | – | ﹤0.01% | 310 |
|
|
2018
Q3 | $3K | Hold |
9
| – | – | ﹤0.01% | 286 |
|
|
2018
Q2 | $2K | Hold |
9
| – | – | ﹤0.01% | 312 |
|
|
2018
Q1 | $3K | Hold |
9
| – | – | ﹤0.01% | 295 |
|
|
2017
Q4 | $3K | Hold |
9
| – | – | ﹤0.01% | 292 |
|
|
2017
Q3 | $3K | Buy |
+9
| New | +$3.35K | ﹤0.01% | 287 |
|
Other funds holding CHTR
Bogart Wealth LLC's CHTR Position: Q2 2026 in Review
Bogart Wealth LLC increased its Charter Communications (CHTR) stake by 20% in Q2 2026, buying an estimated $501 and bringing the position to 18 shares worth $2.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1388.
Bogart Wealth LLC first reported a position in CHTR in Q3 2017 and has held it in 36 quarters since. The position peaked at $7K in Q3 2021. 788 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.
- Bogart Wealth LLC held 18 shares of Charter Communications worth $2.56K as of Q2 2026.
- Bogart Wealth LLC bought 3 Charter Communications shares in Q2 2026, an estimated $501.
- Charter Communications made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1388 holding.
- Bogart Wealth LLC first reported a position in Charter Communications in Q3 2017 and has held it in 36 quarters since.
- Bogart Wealth LLC's Charter Communications position peaked at $7K in Q3 2021.
- 788 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.
Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.