Circle Wealth Management’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
Q2 | – | Sell |
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|
2025
Q1 | $724K | Sell |
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|
2024
Q4 | $843K | Sell |
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|
2024
Q3 | $847K | Sell |
|
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|
2024
Q2 | $821K | Sell |
|
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|
2024
Q1 | $835K | Buy |
|
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|
2023
Q4 | $889K | Buy |
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|
2023
Q3 | $936K | Buy |
|
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|
2023
Q2 | $779K | Buy |
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|
2023
Q1 | $756K | Sell |
|
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|
2022
Q4 | $720K | Buy |
|
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|
2022
Q3 | $599K | Sell |
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|
2022
Q2 | $928K | Buy |
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|
2022
Q1 | $922K | Sell |
|
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|
2021
Q4 | $1.16M | Buy |
|
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|
2021
Q3 | $1.3M | Sell |
|
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|
2021
Q2 | $1.43M | Buy |
|
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|
2021
Q1 | $1.1M | Sell |
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|
2020
Q4 | $1.22M | Buy |
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|
2020
Q3 | $995K | Buy |
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|
2020
Q2 | $669K | Buy |
|