HHGA
Halbert Hargrove Global Advisors’s Charter Communications CHTR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-4
| Closed | -$1.35K | – | 365 |
|
2025
Q1 | $1.35K | Buy |
+4
| New | +$1.35K | ﹤0.01% | 416 |
|
2022
Q1 | – | Sell |
-320
| Closed | -$209K | – | 161 |
|
2021
Q4 | $209K | Sell |
320
-29
| -8% | -$18.9K | 0.01% | 151 |
|
2021
Q3 | $254K | Sell |
349
-1
| -0.3% | -$728 | 0.02% | 118 |
|
2021
Q2 | $253K | Buy |
350
+6
| +2% | +$4.34K | 0.02% | 123 |
|
2021
Q1 | $212K | Buy |
344
+10
| +3% | +$6.16K | 0.02% | 118 |
|
2020
Q4 | $221K | Buy |
+334
| New | +$221K | 0.02% | 104 |
|