EP
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Edgestream Partners’s Charter Communications CHTR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$234K Sell
573
-7,129
-93% -$2.91M 0.01% 808
2025
Q1
$2.84M Buy
+7,702
New +$2.84M 0.1% 394
2024
Q1
Sell
-1,971
Closed -$766K 829
2023
Q4
$766K Buy
1,971
+1,262
+178% +$491K 0.06% 499
2023
Q3
$312K Buy
+709
New +$312K 0.02% 701
2023
Q1
Sell
-2,151
Closed -$729K 564
2022
Q4
$729K Buy
+2,151
New +$729K 0.08% 304
2022
Q1
Sell
-17,352
Closed -$11.3M 542
2021
Q4
$11.3M Buy
17,352
+9,507
+121% +$6.2M 0.71% 23
2021
Q3
$5.71M Buy
7,845
+7,445
+1,861% +$5.42M 0.35% 82
2021
Q2
$289K Buy
+400
New +$289K 0.02% 403