Loring Wolcott & Coolidge Fiduciary 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3K | Hold |
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|
2025
Q1 | $10.1K | Hold |
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|
2024
Q4 | $11K | Hold |
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|
2024
Q3 | $9.96K | Hold |
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|
2024
Q2 | $9.82K | Hold |
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|
2024
Q1 | $7.95K | Hold |
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|
2023
Q4 | $11.1K | Hold |
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|
2023
Q3 | $12.4K | Hold |
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|
2023
Q2 | $11K | Hold |
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|
2023
Q1 | $10.7K | Hold |
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|
2022
Q4 | $10.2K | Sell |
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|
2022
Q3 | $112K | Hold |
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|
2022
Q2 | $172K | Buy |
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|
2022
Q1 | $96K | Sell |
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|
2021
Q4 | $133K | Hold |
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|
2021
Q3 | $148K | Sell |
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|
2021
Q2 | $154K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $135K | Hold |
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|
2020
Q3 | $127K | Hold |
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|
2020
Q2 | $104K | Hold |
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|
2020
Q1 | $89K | Hold |
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|
2019
Q4 | $99K | Buy |
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|
2019
Q3 | $2K | Sell |
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|
2019
Q2 | $4K | Hold |
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|
2019
Q1 | $3K | Buy |
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|
2018
Q4 | $1K | Hold |
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|
2018
Q3 | $1K | Hold |
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|
2018
Q2 | $1K | Hold |
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|
2018
Q1 | $1K | Hold |
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|
2017
Q4 | $1K | Hold |
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|
2017
Q3 | $1K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $3K | Buy |
|