Carolinas Wealth Consulting’s Charter Communications CHTR Stock Holding History

Carolinas Wealth Consulting’s Portfolio CHTR Stock Details CHTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-5	Closed	-$1.84K	–	158
2025 Q1	$1.84K	Sell	5 -5	-50%	-$1.79K	﹤0.01%	821
2024 Q4	$3.43K	Hold	10	–	–	﹤0.01%	702
2024 Q3	$3.24K	Buy	10 +2	+25%	+$673	﹤0.01%	727
2024 Q2	$2.39K	Buy	8 +2	+33%	+$546	﹤0.01%	770
2024 Q1	$1.74K	Buy	6 +1	+20%	+$321	﹤0.01%	811
2023 Q4	$1.94K	Hold	5	–	–	﹤0.01%	743
2023 Q3	$2.01K	Hold	5	–	–	﹤0.01%	746
2023 Q2	$1.84K	Hold	5	–	–	﹤0.01%	825
2023 Q1	$1.79K	Hold	5	–	–	﹤0.01%	825
2022 Q4	$1.7K	Hold	5	–	–	﹤0.01%	825
2022 Q3	$2K	Hold	5	–	–	﹤0.01%	750
2022 Q2	$2K	Sell	5 -27	-84%	-$13.2K	﹤0.01%	749
2022 Q1	$17K	Hold	32	–	–	﹤0.01%	510
2021 Q4	$21K	Buy	32 +11	+52%	+$7.49K	﹤0.01%	479
2021 Q3	$15K	Sell	21 -95	-82%	-$72.1K	﹤0.01%	516
2021 Q2	$84K	Hold	116	–	–	0.02%	289
2021 Q1	$72K	Hold	116	–	–	0.02%	308
2020 Q4	$77K	Sell	116 -29	-20%	-$18.5K	0.02%	266
2020 Q3	$91K	Buy	145 +140	+2,800%	+$82.6K	0.03%	206
2020 Q2	$3K	Buy	+5	New	+$2.54K	﹤0.01%	444

Other funds holding CHTR

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carolinas Wealth Consulting's CHTR Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Charter Communications (CHTR) in Q2 2025, closing a stake of 5 shares — an estimated $1.84K sold.

Carolinas Wealth Consulting first reported a position in CHTR in Q2 2020 and held it in 20 quarters. The position peaked at $91K in Q3 2020. 887 funds tracked by Wall St. Rank hold CHTR as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Charter Communications position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 5 Charter Communications shares in Q2 2025, an estimated $1.84K.
Carolinas Wealth Consulting first reported a position in Charter Communications in Q2 2020 and held it in 20 quarters.
Carolinas Wealth Consulting's Charter Communications position peaked at $91K in Q3 2020.
887 funds tracked by Wall St. Rank held Charter Communications as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.