EverSource Wealth Advisors’s Charter Communications CHTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Buy |
855
+242
| +39% | +$98.9K | 0.02% | 594 |
|
|
2025
Q1 | $226K | Sell |
613
-9
| -1% | -$3.32K | 0.01% | 611 |
|
|
2024
Q4 | $213K | Buy |
622
+34
| +6% | +$11.7K | 0.01% | 631 |
|
|
2024
Q3 | $191K | Buy |
588
+165
| +39% | +$53.5K | 0.01% | 574 |
|
|
2024
Q2 | $161K | Buy |
423
+37
| +10% | +$14.1K | 0.01% | 635 |
|
|
2024
Q1 | $98.8K | Sell |
386
-108
| -22% | -$27.6K | 0.01% | 714 |
|
|
2023
Q4 | $192K | Buy |
494
+22
| +5% | +$8.55K | 0.02% | 439 |
|
|
2023
Q3 | $208K | Sell |
472
-1
| -0.2% | -$440 | 0.02% | 390 |
|
|
2023
Q2 | $174K | Sell |
473
-6
| -1% | -$2.2K | 0.02% | 434 |
|
|
2023
Q1 | $171K | Sell |
479
-33
| -6% | -$11.8K | 0.02% | 398 |
|
|
2022
Q4 | $174K | Buy |
512
+101
| +25% | +$34.2K | 0.03% | 373 |
|
|
2022
Q3 | $125K | Sell |
411
-7
| -2% | -$2.13K | 0.03% | 377 |
|
|
2022
Q2 | $195K | Buy |
418
+131
| +46% | +$61.1K | 0.05% | 261 |
|
|
2022
Q1 | $156K | Buy |
287
+213
| +288% | +$116K | 0.04% | 278 |
|
|
2021
Q4 | $48K | Buy |
+74
| New | +$48K | 0.01% | 433 |
|