J.P. Morgan Private Wealth Advisors’s Charter Communications CHTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.08M | Sell |
4,739
-144
| -3% | -$63.3K | 0.01% | 721 |
|
|
2023
Q2 | $1.79M | Sell |
4,883
-1,111
| -19% | -$408K | 0.01% | 601 |
|
|
2023
Q1 | $2.14M | Buy |
5,994
+165
| +3% | +$59K | ﹤0.01% | 855 |
|
|
2022
Q4 | $1.98M | Buy |
5,829
+357
| +7% | +$121K | ﹤0.01% | 858 |
|
|
2022
Q3 | $1.66M | Sell |
5,472
-407
| -7% | -$123K | ﹤0.01% | 909 |
|
|
2022
Q2 | $2.75M | Sell |
5,879
-239
| -4% | -$112K | 0.01% | 743 |
|
|
2022
Q1 | $3.34M | Buy |
6,118
+425
| +7% | +$232K | 0.01% | 729 |
|
|
2021
Q4 | $3.71M | Sell |
5,693
-6,210
| -52% | -$4.05M | 0.01% | 698 |
|
|
2021
Q3 | $8.66M | Buy |
11,903
+236
| +2% | +$172K | 0.02% | 461 |
|
|
2021
Q2 | $8.42M | Buy |
11,667
+3,278
| +39% | +$2.36M | 0.02% | 454 |
|
|
2021
Q1 | $5.18M | Sell |
8,389
-813
| -9% | -$502K | 0.02% | 501 |
|
|
2020
Q4 | $6.09M | Buy |
9,202
+2,575
| +39% | +$1.7M | 0.02% | 439 |
|
|
2020
Q3 | $4.14M | Buy |
6,627
+4,118
| +164% | +$2.57M | 0.02% | 470 |
|
|
2020
Q2 | $1.28M | Buy |
2,509
+155
| +7% | +$79.1K | 0.01% | 723 |
|
|
2020
Q1 | $1.03M | Buy |
2,354
+326
| +16% | +$142K | 0.01% | 708 |
|
|
2019
Q4 | $984K | Sell |
2,028
-531
| -21% | -$258K | ﹤0.01% | 798 |
|
|
2019
Q3 | $1.06M | Buy |
2,559
+241
| +10% | +$99.4K | 0.01% | 734 |
|
|
2019
Q2 | $916K | Sell |
2,318
-580
| -20% | -$229K | 0.01% | 780 |
|
|
2019
Q1 | $1.01M | Sell |
2,898
-3,042
| -51% | -$1.05M | 0.01% | 793 |
|
|
2018
Q4 | $1.69M | Buy |
5,940
+3,862
| +186% | +$1.1M | 0.01% | 609 |
|
|
2018
Q3 | $677K | Sell |
2,078
-759
| -27% | -$247K | ﹤0.01% | 964 |
|
|
2018
Q2 | $831K | Sell |
2,837
-161
| -5% | -$47.2K | ﹤0.01% | 830 |
|
|
2018
Q1 | $933K | Buy |
2,998
+95
| +3% | +$29.6K | 0.01% | 663 |
|
|
2017
Q4 | $975K | Sell |
2,903
-645
| -18% | -$217K | 0.01% | 665 |
|
|
2017
Q3 | $1.29M | Buy |
3,548
+376
| +12% | +$137K | 0.01% | 569 |
|
|
2017
Q2 | $1.07M | Sell |
3,172
-1,126
| -26% | -$379K | 0.01% | 601 |
|
|
2017
Q1 | $1.41M | Buy |
4,298
+1,221
| +40% | +$400K | 0.01% | 543 |
|
|
2016
Q4 | $886K | Sell |
3,077
-425
| -12% | -$122K | 0.01% | 626 |
|
|
2016
Q3 | $945K | Sell |
3,502
-341
| -9% | -$92K | 0.01% | 603 |
|
|
2016
Q2 | $879K | Buy |
+3,843
| New | +$879K | 0.01% | 624 |
|