Jones Financial Companies’s Charter Communications CHTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $181K | Sell |
451
-955
| -68% | -$383K | ﹤0.01% | 1698 |
|
|
2025
Q1 | $519K | Buy |
1,406
+502
| +56% | +$185K | ﹤0.01% | 1109 |
|
|
2024
Q4 | $310K | Buy |
904
+30
| +3% | +$10.3K | ﹤0.01% | 1173 |
|
|
2024
Q3 | $285K | Buy |
874
+334
| +62% | +$109K | ﹤0.01% | 1015 |
|
|
2024
Q2 | $161K | Buy |
540
+524
| +3,275% | +$157K | ﹤0.01% | 899 |
|
|
2024
Q1 | $4.65K | Buy |
16
+13
| +433% | +$3.78K | ﹤0.01% | 1177 |
|
|
2023
Q4 | $1.17K | Buy |
+3
| New | +$1.17K | ﹤0.01% | 949 |
|
|
2022
Q1 | – | Sell |
-13
| Closed | -$8K | – | 705 |
|
|
2021
Q4 | $8K | Buy |
13
+8
| +160% | +$4.92K | ﹤0.01% | 581 |
|
|
2021
Q3 | $4K | Hold |
5
| – | – | ﹤0.01% | 586 |
|
|
2021
Q2 | $4K | Buy |
+5
| New | +$4K | ﹤0.01% | 569 |
|