Clearstead Trust’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 | $108K | Buy |
263
+209
| +387% | +$85.4K | 0.02% | 231 |
|
|
2025
Q1 | $19.9K | Buy |
54
+47
| +671% | +$17.3K | ﹤0.01% | 355 |
|
|
2024
Q4 | $2.4K | Sell |
7
-1
| -13% | -$343 | ﹤0.01% | 412 |
|
|
2024
Q3 | $2.59K | Hold |
8
| – | – | ﹤0.01% | 392 |
|
|
2024
Q2 | $2.39K | Hold |
8
| – | – | ﹤0.01% | 407 |
|
|
2024
Q1 | $2.33K | Sell |
8
-1,006
| -99% | -$292K | ﹤0.01% | 403 |
|
|
2023
Q4 | $394K | Buy |
+1,014
| New | +$394K | 0.11% | 105 |
|
|
2022
Q4 | – | Sell |
-85
| Closed | -$26K | – | 383 |
|
|
2022
Q3 | $26K | Buy |
+85
| New | +$26K | 0.01% | 237 |
|