Caldwell Trust’s Charter Communications CHTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.9K | Hold |
34
|
|
||||
|
2025
Q1 | $12.5K | Hold |
34
|
|
||||
|
2024
Q4 | $11.7K | Hold |
34
|
|
||||
|
2024
Q3 | $11K | Hold |
34
|
|
||||
|
2024
Q2 | $10.2K | Hold |
34
|
|
||||
|
2024
Q1 | $9.88K | Hold |
34
|
|
||||
|
2023
Q4 | $13.2K | Sell |
34
-7
|
|
||||
|
2023
Q3 | $18K | Hold |
41
|
|
||||
|
2023
Q2 | $15.1K | Buy |
41
+7
|
|
||||
|
2023
Q1 | $12.2K | Hold |
34
|
|
||||
|
2022
Q4 | $11.5K | Hold |
34
|
|
||||
|
2022
Q3 | $10.3K | Hold |
34
|
|
||||
|
2022
Q2 | $15.9K | Hold |
34
|
|
||||
|
2022
Q1 | $18.5K | Sell |
34
-33
|
|
||||
|
2021
Q4 | $43.7K | Hold |
67
|
|
||||
|
2021
Q3 | $48.7K | Hold |
67
|
|
||||
|
2021
Q2 | $48.3K | Hold |
67
|
|
||||
|
2021
Q1 | $41.3K | Hold |
67
|
|
||||
|
2020
Q4 | $44.3K | Hold |
67
|
|
||||
|
2020
Q3 | $41.8K | Hold |
67
|
|
||||
|
2020
Q2 | $34.2K | Sell |
67
-3
|
|
||||
|
2020
Q1 | $30.5K | Hold |
70
|
|
||||
|
2019
Q4 | $34K | Buy |
+70
|
|