LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Charter Communications CHTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3K | Hold |
30
| – | – | ﹤0.01% | 473 |
|
|
2025
Q1 | $10.1K | Hold |
30
| – | – | ﹤0.01% | 482 |
|
|
2024
Q4 | $11K | Hold |
30
| – | – | ﹤0.01% | 486 |
|
|
2024
Q3 | $9.96K | Hold |
30
| – | – | ﹤0.01% | 498 |
|
|
2024
Q2 | $9.82K | Hold |
30
| – | – | ﹤0.01% | 490 |
|
|
2024
Q1 | $7.95K | Hold |
30
| – | – | ﹤0.01% | 507 |
|
|
2023
Q4 | $11.1K | Hold |
30
| – | – | ﹤0.01% | 493 |
|
|
2023
Q3 | $12.4K | Hold |
30
| – | – | ﹤0.01% | 510 |
|
|
2023
Q2 | $11K | Hold |
30
| – | – | ﹤0.01% | 537 |
|
|
2023
Q1 | $10.7K | Hold |
30
| – | – | ﹤0.01% | 508 |
|
|
2022
Q4 | $10.2K | Sell |
30
-338
| -92% | -$115K | ﹤0.01% | 502 |
|
|
2022
Q3 | $112K | Hold |
368
| – | – | ﹤0.01% | 341 |
|
|
2022
Q2 | $172K | Buy |
368
+192
| +109% | +$89.7K | ﹤0.01% | 307 |
|
|
2022
Q1 | $96K | Sell |
176
-28
| -14% | -$15.3K | ﹤0.01% | 376 |
|
|
2021
Q4 | $133K | Hold |
204
| – | – | ﹤0.01% | 354 |
|
|
2021
Q3 | $148K | Sell |
204
-10
| -5% | -$7.26K | ﹤0.01% | 341 |
|
|
2021
Q2 | $154K | Buy |
+214
| New | +$154K | ﹤0.01% | 352 |
|
|
2021
Q1 | – | Sell |
-204
| Closed | -$135K | – | 380 |
|
|
2020
Q4 | $135K | Hold |
204
| – | – | ﹤0.01% | 314 |
|
|
2020
Q3 | $127K | Hold |
204
| – | – | ﹤0.01% | 298 |
|
|
2020
Q2 | $104K | Hold |
204
| – | – | ﹤0.01% | 301 |
|
|
2020
Q1 | $89K | Hold |
204
| – | – | ﹤0.01% | 306 |
|
|
2019
Q4 | $99K | Buy |
204
+200
| +5,000% | +$97.1K | ﹤0.01% | 344 |
|
|
2019
Q3 | $2K | Sell |
4
-6
| -60% | -$3K | ﹤0.01% | 633 |
|
|
2019
Q2 | $4K | Hold |
10
| – | – | ﹤0.01% | 622 |
|
|
2019
Q1 | $3K | Buy |
10
+6
| +150% | +$1.8K | ﹤0.01% | 617 |
|
|
2018
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 665 |
|
|
2018
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 627 |
|
|
2018
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 639 |
|
|
2018
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 690 |
|
|
2017
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 684 |
|
|
2017
Q3 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 700 |
|
|
2016
Q4 | – | Sell |
-10
| Closed | -$3K | – | 598 |
|
|
2016
Q3 | $3K | Buy |
+10
| New | +$3K | ﹤0.01% | 589 |
|