Kathmere Capital Management’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 | $511K | Buy |
1,249
+373
| +43% | +$152K | 0.04% | 270 |
|
|
2025
Q1 | $323K | Buy |
876
+32
| +4% | +$11.8K | 0.03% | 308 |
|
|
2024
Q4 | $289K | Buy |
+844
| New | +$289K | 0.03% | 321 |
|
|
2023
Q4 | – | Sell |
-486
| Closed | -$214K | – | 295 |
|
|
2023
Q3 | $214K | Buy |
+486
| New | +$214K | 0.03% | 239 |
|
|
2021
Q1 | – | Sell |
-7
| Closed | -$5K | – | 180 |
|
|
2020
Q4 | $5K | Hold |
7
| – | – | ﹤0.01% | 343 |
|
|
2020
Q3 | $4K | Buy |
+7
| New | +$4K | ﹤0.01% | 334 |
|