EverSource 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 | $350K | Buy |
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|
2025
Q1 | $226K | Sell |
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|
2024
Q4 | $213K | Buy |
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|
2024
Q3 | $191K | Buy |
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|
2024
Q2 | $161K | Buy |
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|
2024
Q1 | $98.8K | Sell |
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|
2023
Q4 | $192K | Buy |
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|
2023
Q3 | $208K | Sell |
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|
2023
Q2 | $174K | Sell |
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|
2023
Q1 | $171K | Sell |
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|
2022
Q4 | $174K | Buy |
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|
2022
Q3 | $125K | Sell |
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|
2022
Q2 | $195K | Buy |
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|
2022
Q1 | $156K | Buy |
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|
2021
Q4 | $48K | Buy |
|