Ferguson Wellman Capital Management’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
Q3 | – | Sell |
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|
2025
Q2 | $278K | Hold |
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|
2025
Q1 | $251K | Hold |
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|
2024
Q4 | $233K | Hold |
|
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|
2024
Q3 | $220K | Sell |
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|
2024
Q2 | $213K | Sell |
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|
2024
Q1 | $216K | Sell |
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|
2023
Q4 | $300K | Sell |
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|
2023
Q3 | $340K | Hold |
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|
2023
Q2 | $284K | Sell |
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|
2023
Q1 | $282K | Sell |
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|
2022
Q4 | $290K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $11.8M | Buy |
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|
2021
Q4 | $13.7M | Sell |
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|
2021
Q3 | $15.9M | Buy |
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|
2021
Q2 | $14.9M | Buy |
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