EP Wealth Advisors’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 | $508K | Buy |
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|
2025
Q1 | $232K | Sell |
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|
2024
Q4 | $253K | Sell |
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|
2024
Q3 | $405K | Buy |
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|
2024
Q2 | $329K | Sell |
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|
2024
Q1 | $339K | Sell |
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|
2023
Q4 | $513K | Sell |
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|
2023
Q3 | $603K | Buy |
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|
2023
Q2 | $472K | Sell |
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|
2023
Q1 | $201K | Buy |
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|
2022
Q4 | $414K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $625K | Buy |
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|
2022
Q1 | $688K | Sell |
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|
2021
Q4 | $842K | Buy |
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|
2021
Q3 | $821K | Buy |
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|
2021
Q2 | $812K | Buy |
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|
2021
Q1 | $649K | Buy |
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|
2020
Q4 | $687K | Buy |
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|
2020
Q3 | $242K | Sell |
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|
2020
Q2 | $200K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $224K | Sell |
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|
2017
Q1 | $1.38M | Buy |
|