Corient Private Wealth’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 | $4.85M | Buy |
11,898
+99
| +0.8% | +$40.4K | 0.01% | 768 |
|
|
2025
Q1 | $4.35M | Buy |
11,799
+342
| +3% | +$126K | 0.01% | 714 |
|
|
2024
Q4 | $3.93M | Sell |
11,457
-721
| -6% | -$247K | 0.01% | 770 |
|
|
2024
Q3 | $3.95M | Sell |
12,178
-377
| -3% | -$122K | 0.01% | 800 |
|
|
2024
Q2 | $3.75M | Sell |
12,555
-1,339
| -10% | -$400K | 0.01% | 790 |
|
|
2024
Q1 | $4.04M | Sell |
13,894
-4,905
| -26% | -$1.43M | 0.01% | 768 |
|
|
2023
Q4 | $7.31M | Sell |
18,799
-1,006
| -5% | -$391K | 0.01% | 603 |
|
|
2023
Q3 | $8.71M | Buy |
19,805
+1,155
| +6% | +$508K | 0.02% | 507 |
|
|
2023
Q2 | $6.85M | Sell |
18,650
-1,914
| -9% | -$703K | 0.02% | 547 |
|
|
2023
Q1 | $7.35M | Buy |
20,564
+5,296
| +35% | +$1.89M | 0.02% | 489 |
|
|
2022
Q4 | $5.25M | Buy |
+15,268
| New | +$5.25M | 0.02% | 493 |
|