Cladis Investment Advisory’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 | $206K | Buy |
+503
| New | +$206K | 0.13% | 133 |
|
|
2023
Q4 | – | Sell |
-489
| Closed | -$215K | – | 144 |
|
|
2023
Q3 | $215K | Buy |
+489
| New | +$215K | 0.19% | 117 |
|
|
2022
Q3 | – | Sell |
-489
| Closed | -$229K | – | 127 |
|
|
2022
Q2 | $229K | Hold |
489
| – | – | 0.23% | 113 |
|
|
2022
Q1 | $267K | Hold |
489
| – | – | 0.22% | 119 |
|
|
2021
Q4 | $319K | Buy |
+489
| New | +$319K | 0.26% | 116 |
|