Caldwell Trust’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
$9.35K Hold
2025
Q2
$13.9K Hold
2025
Q1
$12.5K Hold
2024
Q4
$11.7K Hold
2024
Q3
$11K Hold
2024
Q2
$10.2K Hold
2024
Q1
$9.88K Hold
2023
Q4
$13.2K Sell
2023
Q3
$18K Hold
2023
Q2
$15.1K Buy
2023
Q1
$12.2K Hold
2022
Q4
$11.5K Hold
2022
Q3
$10.3K Hold
2022
Q2
$15.9K Hold
2022
Q1
$18.5K Sell
2021
Q4
$43.7K Hold
2021
Q3
$48.7K Hold
2021
Q2
$48.3K Hold
2021
Q1
$41.3K Hold
2020
Q4
$44.3K Hold
2020
Q3
$41.8K Hold
2020
Q2
$34.2K Sell
2020
Q1
$30.5K Hold
2019
Q4
$34K Buy