Carson Wealth (CWM 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
Q1 | $2.28M | Buy |
10,574
+1,167
| +12% | +$253K | 0.01% | 1147 |
|
|
2025
Q4 | $1.96M | Sell |
9,407
-13,788
| -59% | -$3.1M | 0.01% | 1160 |
|
|
2025
Q3 | $6.38M | Buy |
23,195
+20,512
| +765% | +$6.2M | 0.02% | 624 |
|
|
2025
Q2 | $1.1M | Buy |
2,683
+749
| +39% | +$287K | ﹤0.01% | 1202 |
|
|
2025
Q1 | $713K | Buy |
1,934
+133
| +7% | +$47.6K | ﹤0.01% | 1312 |
|
|
2024
Q4 | $617K | Buy |
1,801
+50
| +3% | +$18.1K | ﹤0.01% | 1302 |
|
|
2024
Q3 | $567K | Buy |
1,751
+141
| +9% | +$47.4K | ﹤0.01% | 1271 |
|
|
2024
Q2 | $481K | Sell |
1,610
-184
| -10% | -$50.2K | ﹤0.01% | 1210 |
|
|
2024
Q1 | $521K | Sell |
1,794
-635
| -26% | -$204K | ﹤0.01% | 1123 |
|
|
2023
Q4 | $944K | Buy |
2,429
+126
| +5% | +$51.4K | 0.01% | 829 |
|
|
2023
Q3 | $1.01M | Buy |
2,303
+162
| +8% | +$67.4K | 0.01% | 750 |
|
|
2023
Q2 | $787K | Buy |
2,141
+93
| +5% | +$31.7K | ﹤0.01% | 793 |
|
|
2023
Q1 | $732K | Buy |
2,048
+106
| +5% | +$39.6K | ﹤0.01% | 765 |
|
|
2022
Q4 | $659K | Buy |
1,942
+1,038
| +115% | +$365K | ﹤0.01% | 721 |
|
|
2022
Q3 | $274K | Sell |
904
-237
| -21% | -$101K | ﹤0.01% | 937 |
|
|
2022
Q2 | $535K | Buy |
1,141
+388
| +52% | +$189K | ﹤0.01% | 715 |
|
|
2022
Q1 | $411K | Buy |
753
+299
| +66% | +$176K | ﹤0.01% | 782 |
|
|
2021
Q4 | $296K | Buy |
+454
| New | +$309K | ﹤0.01% | 877 |
|
|
2021
Q2 | $205K | Hold |
284
| – | – | ﹤0.01% | 897 |
|
|
2021
Q1 | $205K | Hold |
284
| – | – | ﹤0.01% | 897 |
|
|
2020
Q4 | $205K | Hold |
284
| – | – | ﹤0.01% | 897 |
|
|
2020
Q3 | $205K | Hold |
284
| – | – | ﹤0.01% | 897 |
|
|
2020
Q2 | $205K | Hold |
284
| – | – | ﹤0.01% | 897 |
|
|
2020
Q1 | $205K | Hold |
284
| – | – | ﹤0.01% | 897 |
|
|
2019
Q4 | $205K | Hold |
284
| – | – | ﹤0.01% | 897 |
|
|
2019
Q3 | $205K | Hold |
284
| – | – | ﹤0.01% | 897 |
|
|
2019
Q2 | $205K | Hold |
284
| – | – | ﹤0.01% | 897 |
|
|
2019
Q1 | $205K | Buy |
284
+52
| +22% | +$17.1K | ﹤0.01% | 897 |
|
|
2018
Q4 | $66K | Buy |
232
+19
| +9% | +$5.96K | ﹤0.01% | 811 |
|
|
2018
Q3 | $69K | Buy |
213
+10
| +5% | +$3.05K | ﹤0.01% | 686 |
|
|
2018
Q2 | $60K | Hold |
203
| – | – | ﹤0.01% | 601 |
|
|
2018
Q1 | $63K | Sell |
203
-20
| -9% | -$7.03K | ﹤0.01% | 510 |
|
|
2017
Q4 | $75K | Sell |
223
-7
| -3% | -$2.38K | ﹤0.01% | 459 |
|
|
2017
Q3 | $84K | Buy |
230
+7
| +3% | +$2.6K | ﹤0.01% | 435 |
|
|
2017
Q2 | $75K | Sell |
223
-12
| -5% | -$4K | ﹤0.01% | 419 |
|
|
2017
Q1 | $77K | Sell |
235
-31
| -12% | -$9.87K | ﹤0.01% | 385 |
|
|
2016
Q4 | $77K | Buy |
266
+46
| +21% | +$12.4K | ﹤0.01% | 386 |
|
|
2016
Q3 | $59K | Buy |
220
+206
| +1,471% | +$52K | ﹤0.01% | 396 |
|
|
2016
Q2 | $3K | Buy |
+14
| New | +$3.01K | ﹤0.01% | 675 |
|
Other funds holding CHTR
VCM
VPM
