Choate Investment Advisors’s Charter Communications CHTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Buy |
684
+29
| +4% | +$11.9K | 0.01% | 351 |
|
|
2025
Q1 | $241K | Buy |
655
+16
| +3% | +$5.9K | 0.01% | 359 |
|
|
2024
Q4 | $219K | Buy |
+639
| New | +$219K | 0.01% | 375 |
|
|
2023
Q4 | – | Sell |
-2,926
| Closed | -$1.29M | – | 388 |
|
|
2023
Q3 | $1.29M | Buy |
+2,926
| New | +$1.29M | 0.05% | 135 |
|
|
2022
Q2 | – | Sell |
-703
| Closed | -$383K | – | 330 |
|
|
2022
Q1 | $383K | Hold |
703
| – | – | 0.02% | 220 |
|
|
2021
Q4 | $458K | Buy |
+703
| New | +$458K | 0.03% | 195 |
|
|
2021
Q2 | – | Sell |
-431
| Closed | -$266K | – | 347 |
|
|
2021
Q1 | $266K | Buy |
431
+26
| +6% | +$16K | 0.02% | 230 |
|
|
2020
Q4 | $268K | Buy |
+405
| New | +$268K | 0.02% | 215 |
|