IHT Wealth Management’s Charter Communications CHTR Stock Holding History

IHT Wealth Management’s Portfolio CHTR Stock Details CHTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-575	Closed	-$235K	–	1177
2025 Q2	$235K	Buy	575 +2	+0.3%	+$766	0.01%	1010
2025 Q1	$211K	Buy	+573	New	+$205K	0.01%	1007
2024 Q4	–	Sell	-1,066	Closed	-$348K	–	1094
2024 Q3	$348K	Buy	+1,066	New	+$359K	0.01%	857
2021 Q3	–	Sell	-323	Closed	-$233K	–	840
2021 Q2	$233K	Buy	+323	New	+$217K	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%	+$4.08K	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	+$14.8K	0.01%	696

Other funds holding CHTR

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

IHT Wealth Management's CHTR Position: Q3 2025 in Review

IHT Wealth Management sold out of Charter Communications (CHTR) in Q3 2025, closing a stake of 575 shares — an estimated $235K sold.

IHT Wealth Management first reported a position in CHTR in Q4 2016 and held it in 10 quarters. The position peaked at $348K in Q3 2024. 804 funds tracked by Wall St. Rank hold CHTR as of Q3 2025.

IHT Wealth Management reported no remaining Charter Communications position as of Q3 2025 after selling out during the quarter.
IHT Wealth Management sold 575 Charter Communications shares in Q3 2025, an estimated $235K.
IHT Wealth Management first reported a position in Charter Communications in Q4 2016 and held it in 10 quarters.
IHT Wealth Management's Charter Communications position peaked at $348K in Q3 2024.
804 funds tracked by Wall St. Rank held Charter Communications as of Q3 2025.

Based on IHT Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.