Forum Financial 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 | $682K | Buy |
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|
2025
Q2 | $681K | Buy |
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|
2025
Q1 | $603K | Buy |
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|
2024
Q4 | $423K | Buy |
|
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|
2024
Q3 | $353K | Buy |
|
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|
2024
Q2 | $325K | Hold |
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|
2024
Q1 | $316K | Sell |
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|
2023
Q4 | $423K | Hold |
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|
2023
Q3 | $479K | Hold |
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|
2023
Q2 | $400K | Buy |
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|
2023
Q1 | $388K | Sell |
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|
2022
Q4 | $371K | Hold |
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|
2022
Q3 | $332K | Hold |
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|
2022
Q2 | $513K | Sell |
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|
2022
Q1 | $627K | Buy |
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|
2021
Q4 | $749K | Buy |
|