IHT Wealth Management’s Charter Communications CHTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Buy |
575
+2
| +0.3% | +$818 | 0.01% | 1010 |
|
|
2025
Q1 | $211K | Buy |
+573
| New | +$211K | 0.01% | 1007 |
|
|
2024
Q4 | – | Sell |
-1,066
| Closed | -$348K | – | 1094 |
|
|
2024
Q3 | $348K | Buy |
+1,066
| New | +$348K | 0.01% | 857 |
|
|
2021
Q3 | – | Sell |
-323
| Closed | -$233K | – | 840 |
|
|
2021
Q2 | $233K | Buy |
+323
| New | +$233K | 0.01% | 808 |
|
|
2018
Q2 | – | Sell |
-67
| Closed | -$20K | – | 575 |
|
|
2018
Q1 | $20K | Hold |
67
| – | – | 0.01% | 973 |
|
|
2017
Q4 | $24K | Buy |
67
+12
| +22% | +$4.3K | 0.01% | 929 |
|
|
2017
Q3 | $20K | Hold |
55
| – | – | 0.01% | 775 |
|
|
2017
Q2 | $183 | Hold |
55
| – | – | 0.09% | 243 |
|
|
2017
Q1 | $18K | Hold |
55
| – | – | 0.01% | 683 |
|
|
2016
Q4 | $16K | Buy |
+55
| New | +$16K | 0.01% | 696 |
|