EWM
Evercore Wealth Management’s Charter Communications CHTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,131
| Closed | -$2.38M | – | 423 |
|
|
2023
Q4 | $2.38M | Sell |
6,131
-996
| -14% | -$387K | 0.04% | 151 |
|
|
2023
Q3 | $3.13M | Sell |
7,127
-1,000
| -12% | -$440K | 0.06% | 116 |
|
|
2023
Q2 | $2.99M | Hold |
8,127
| – | – | 0.05% | 126 |
|
|
2023
Q1 | $2.91M | Sell |
8,127
-16
| -0.2% | -$5.72K | 0.06% | 125 |
|
|
2022
Q4 | $2.76M | Buy |
8,143
+16
| +0.2% | +$5.43K | 0.06% | 127 |
|
|
2022
Q3 | $2.47M | Sell |
8,127
-500
| -6% | -$152K | 0.06% | 132 |
|
|
2022
Q2 | $4.04M | Sell |
8,627
-542
| -6% | -$254K | 0.09% | 100 |
|
|
2022
Q1 | $5M | Buy |
9,169
+39
| +0.4% | +$21.3K | 0.09% | 101 |
|
|
2021
Q4 | $5.95M | Sell |
9,130
-548
| -6% | -$357K | 0.1% | 98 |
|
|
2021
Q3 | $7.04M | Sell |
9,678
-12
| -0.1% | -$8.73K | 0.13% | 84 |
|
|
2021
Q2 | $6.99M | Sell |
9,690
-609
| -6% | -$439K | 0.13% | 87 |
|
|
2021
Q1 | $6.36M | Buy |
+10,299
| New | +$6.36M | 0.13% | 90 |
|
|
2018
Q3 | – | Sell |
-1,071
| Closed | -$314K | – | 427 |
|
|
2018
Q2 | $314K | Buy |
+1,071
| New | +$314K | 0.01% | 322 |
|
|
2018
Q1 | – | Sell |
-302
| Closed | -$101K | – | 422 |
|
|
2017
Q4 | $101K | Hold |
302
| – | – | ﹤0.01% | 459 |
|
|
2017
Q3 | $110K | Hold |
302
| – | – | ﹤0.01% | 445 |
|
|
2017
Q2 | $102K | Sell |
302
-12
| -4% | -$4.05K | ﹤0.01% | 466 |
|
|
2017
Q1 | $103K | Sell |
314
-2
| -0.6% | -$656 | ﹤0.01% | 476 |
|
|
2016
Q4 | $91K | Sell |
316
-9
| -3% | -$2.59K | ﹤0.01% | 508 |
|
|
2016
Q3 | $88K | Sell |
325
-72
| -18% | -$19.5K | ﹤0.01% | 500 |
|
|
2016
Q2 | $91K | Buy |
+397
| New | +$91K | ﹤0.01% | 477 |
|