Forum Financial Management’s Charter Communications CHTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $681K | Buy |
1,667
+31
| +2% | +$12.7K | 0.01% | 308 |
|
|
2025
Q1 | $603K | Buy |
1,636
+401
| +32% | +$148K | 0.01% | 304 |
|
|
2024
Q4 | $423K | Buy |
1,235
+145
| +13% | +$49.7K | 0.01% | 448 |
|
|
2024
Q3 | $353K | Buy |
1,090
+3
| +0.3% | +$972 | 0.01% | 447 |
|
|
2024
Q2 | $325K | Hold |
1,087
| – | – | 0.01% | 446 |
|
|
2024
Q1 | $316K | Sell |
1,087
-1
| -0.1% | -$291 | 0.01% | 478 |
|
|
2023
Q4 | $423K | Hold |
1,088
| – | – | 0.01% | 344 |
|
|
2023
Q3 | $479K | Hold |
1,088
| – | – | 0.01% | 291 |
|
|
2023
Q2 | $400K | Buy |
1,088
+2
| +0.2% | +$735 | 0.01% | 347 |
|
|
2023
Q1 | $388K | Sell |
1,086
-9
| -0.8% | -$3.22K | 0.01% | 324 |
|
|
2022
Q4 | $371K | Hold |
1,095
| – | – | 0.01% | 328 |
|
|
2022
Q3 | $332K | Hold |
1,095
| – | – | 0.02% | 314 |
|
|
2022
Q2 | $513K | Sell |
1,095
-55
| -5% | -$25.8K | 0.03% | 233 |
|
|
2022
Q1 | $627K | Buy |
1,150
+1
| +0.1% | +$545 | 0.03% | 203 |
|
|
2021
Q4 | $749K | Buy |
+1,149
| New | +$749K | 0.04% | 167 |
|