Jackson Grant Investment Advisers’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 | $28.2K | Hold |
69
| – | – | 0.01% | 215 |
|
|
2025
Q1 | $25.4K | Hold |
69
| – | – | 0.01% | 212 |
|
|
2024
Q4 | $23.7K | Hold |
69
| – | – | 0.01% | 218 |
|
|
2024
Q3 | $22.4K | Hold |
69
| – | – | 0.01% | 222 |
|
|
2024
Q2 | $20.6K | Hold |
69
| – | – | 0.01% | 229 |
|
|
2024
Q1 | $20.1K | Hold |
69
| – | – | 0.01% | 222 |
|
|
2023
Q4 | $26.8K | Hold |
69
| – | – | 0.01% | 208 |
|
|
2023
Q3 | $30.3K | Hold |
69
| – | – | 0.01% | 197 |
|
|
2023
Q2 | $25.3K | Hold |
69
| – | – | 0.01% | 210 |
|
|
2023
Q1 | $24.7K | Hold |
69
| – | – | 0.01% | 242 |
|
|
2022
Q4 | $23.4K | Sell |
69
-82
| -54% | -$27.8K | 0.01% | 240 |
|
|
2022
Q3 | $46K | Hold |
151
| – | – | 0.02% | 177 |
|
|
2022
Q2 | $71K | Hold |
151
| – | – | 0.04% | 153 |
|
|
2022
Q1 | $82K | Hold |
151
| – | – | 0.03% | 160 |
|
|
2021
Q4 | $98K | Hold |
151
| – | – | 0.05% | 123 |
|
|
2021
Q3 | $110K | Hold |
151
| – | – | 0.05% | 143 |
|
|
2021
Q2 | $109K | Hold |
151
| – | – | 0.05% | 140 |
|
|
2021
Q1 | $93K | Hold |
151
| – | – | 0.04% | 146 |
|
|
2020
Q4 | $100K | Buy |
151
+82
| +119% | +$54.3K | 0.05% | 133 |
|
|
2020
Q3 | $43K | Hold |
69
| – | – | 0.03% | 155 |
|
|
2020
Q2 | $35K | Hold |
69
| – | – | 0.02% | 160 |
|
|
2020
Q1 | $30K | Hold |
69
| – | – | 0.02% | 160 |
|
|
2019
Q4 | $33K | Hold |
69
| – | – | 0.02% | 166 |
|
|
2019
Q3 | $28K | Hold |
69
| – | – | 0.02% | 174 |
|
|
2019
Q2 | $27K | Hold |
69
| – | – | 0.02% | 177 |
|
|
2019
Q1 | $24K | Hold |
69
| – | – | 0.01% | 176 |
|
|
2018
Q4 | $20K | Hold |
69
| – | – | 0.01% | 178 |
|
|
2018
Q3 | $22K | Buy |
+69
| New | +$22K | 0.01% | 179 |
|