JFS Wealth Advisors’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 | $15.1K | Sell |
37
-26
| -41% | -$10.6K | ﹤0.01% | 727 |
|
|
2025
Q1 | $23.2K | Buy |
63
+24
| +62% | +$8.85K | ﹤0.01% | 632 |
|
|
2024
Q4 | $13.4K | Sell |
39
-2
| -5% | -$686 | ﹤0.01% | 770 |
|
|
2024
Q3 | $13.3K | Buy |
41
+12
| +41% | +$3.89K | ﹤0.01% | 759 |
|
|
2024
Q2 | $8.67K | Sell |
29
-3
| -9% | -$897 | ﹤0.01% | 839 |
|
|
2024
Q1 | $9.3K | Sell |
32
-13
| -29% | -$3.78K | ﹤0.01% | 836 |
|
|
2023
Q4 | $17.5K | Sell |
45
-4
| -8% | -$1.56K | ﹤0.01% | 616 |
|
|
2023
Q3 | $21.6K | Buy |
49
+8
| +20% | +$3.52K | ﹤0.01% | 529 |
|
|
2023
Q2 | $15.1K | Buy |
41
+12
| +41% | +$4.41K | ﹤0.01% | 603 |
|
|
2023
Q1 | $10.4K | Sell |
29
-15
| -34% | -$5.36K | ﹤0.01% | 709 |
|
|
2022
Q4 | $14.9K | Buy |
44
+22
| +100% | +$7.46K | ﹤0.01% | 592 |
|
|
2022
Q3 | $7K | Sell |
22
-41
| -65% | -$13K | ﹤0.01% | 847 |
|
|
2022
Q2 | $30K | Sell |
63
-28
| -31% | -$13.3K | ﹤0.01% | 499 |
|
|
2022
Q1 | $50K | Buy |
91
+3
| +3% | +$1.65K | ﹤0.01% | 430 |
|
|
2021
Q4 | $57K | Sell |
88
-34
| -28% | -$22K | 0.01% | 400 |
|
|
2021
Q3 | $89K | Buy |
+122
| New | +$89K | 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% | -$160K | ﹤0.01% | 389 |
|
|
2016
Q2 | $142K | Buy |
+619
| New | +$142K | 0.04% | 186 |
|
|
2014
Q3 | – | Sell |
-80
| Closed | – | – | 488 |
|
|
2014
Q2 | $0 | Buy |
+80
| New | – | ﹤0.01% | 475 |
|