JFS Wealth Advisors’s Charter Communications CHTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $143 | Sell |
1
-31
| -97% | -$5.17K | ﹤0.01% | 2197 |
|
|
2026
Q1 | $6.91K | Buy |
32
+3
| +10% | +$650 | ﹤0.01% | 1083 |
|
|
2025
Q4 | $6.05K | Sell |
29
-3
| -9% | -$675 | ﹤0.01% | 1161 |
|
|
2025
Q3 | $8.8K | Sell |
32
-5
| -14% | -$1.51K | ﹤0.01% | 936 |
|
|
2025
Q2 | $15.1K | Sell |
37
-26
| -41% | -$9.95K | ﹤0.01% | 727 |
|
|
2025
Q1 | $23.2K | Buy |
63
+24
| +62% | +$8.59K | ﹤0.01% | 632 |
|
|
2024
Q4 | $13.4K | Sell |
39
-2
| -5% | -$723 | ﹤0.01% | 770 |
|
|
2024
Q3 | $13.3K | Buy |
41
+12
| +41% | +$4.04K | ﹤0.01% | 759 |
|
|
2024
Q2 | $8.67K | Sell |
29
-3
| -9% | -$819 | ﹤0.01% | 839 |
|
|
2024
Q1 | $9.3K | Sell |
32
-13
| -29% | -$4.18K | ﹤0.01% | 836 |
|
|
2023
Q4 | $17.5K | Sell |
45
-4
| -8% | -$1.63K | ﹤0.01% | 616 |
|
|
2023
Q3 | $21.6K | Buy |
49
+8
| +20% | +$3.33K | ﹤0.01% | 529 |
|
|
2023
Q2 | $15.1K | Buy |
41
+12
| +41% | +$4.09K | ﹤0.01% | 603 |
|
|
2023
Q1 | $10.4K | Sell |
29
-15
| -34% | -$5.6K | ﹤0.01% | 709 |
|
|
2022
Q4 | $14.9K | Buy |
44
+22
| +100% | +$7.73K | ﹤0.01% | 592 |
|
|
2022
Q3 | $7K | Sell |
22
-41
| -65% | -$17.5K | ﹤0.01% | 847 |
|
|
2022
Q2 | $30K | Sell |
63
-28
| -31% | -$13.7K | ﹤0.01% | 499 |
|
|
2022
Q1 | $50K | Buy |
91
+3
| +3% | +$1.76K | ﹤0.01% | 430 |
|
|
2021
Q4 | $57K | Sell |
88
-34
| -28% | -$23.1K | 0.01% | 400 |
|
|
2021
Q3 | $89K | Buy |
+122
| New | +$92.6K | 0.01% | 330 |
|
|
2018
Q2 | – | Sell |
-33
| Closed | -$10K | – | 476 |
|
|
2018
Q1 | $10K | Hold |
33
| – | – | ﹤0.01% | 368 |
|
|
2017
Q4 | $11K | Hold |
33
| – | – | ﹤0.01% | 373 |
|
|
2017
Q3 | $12K | Hold |
33
| – | – | ﹤0.01% | 361 |
|
|
2017
Q2 | $11K | Hold |
33
| – | – | ﹤0.01% | 339 |
|
|
2017
Q1 | $10K | Hold |
33
| – | – | ﹤0.01% | 352 |
|
|
2016
Q4 | $10K | Hold |
33
| – | – | ﹤0.01% | 352 |
|
|
2016
Q3 | $9K | Sell |
33
-586
| -95% | -$148K | ﹤0.01% | 389 |
|
|
2016
Q2 | $142K | Buy |
+619
| New | +$133K | 0.04% | 186 |
|
|
2014
Q3 | – | Sell |
-80
| Closed | – | – | 488 |
|
|
2014
Q2 | $0 | Buy |
+80
| New | +$11K | ﹤0.01% | 475 |
|
Other funds holding CHTR
JFS Wealth Advisors's CHTR Position: Q2 2026 in Review
JFS Wealth Advisors reduced its Charter Communications (CHTR) stake by 97% in Q2 2026, selling an estimated $5.17K and leaving 1 share worth $143. The position accounts for ﹤0.01% of the portfolio, ranked #2197.
JFS Wealth Advisors first reported a position in CHTR in Q2 2014 and has held it in 29 quarters since. The position peaked at $142K in Q2 2016. 786 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.
- JFS Wealth Advisors held 1 share of Charter Communications worth $143 as of Q2 2026.
- JFS Wealth Advisors sold 31 Charter Communications shares in Q2 2026, an estimated $5.17K.
- Charter Communications made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2197 holding.
- JFS Wealth Advisors first reported a position in Charter Communications in Q2 2014 and has held it in 29 quarters since.
- JFS Wealth Advisors's Charter Communications position peaked at $142K in Q2 2016.
- 786 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.
Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.