Madison Wealth Management’s Charter Communications CHTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $414K | Hold |
942
| – | – | 0.09% | 116 |
|
|
2023
Q2 | $346K | Sell |
942
-48
| -5% | -$17.6K | 0.07% | 127 |
|
|
2023
Q1 | $354K | Sell |
990
-1,412
| -59% | -$505K | 0.08% | 120 |
|
|
2022
Q4 | $815K | Sell |
2,402
-85
| -3% | -$28.8K | 0.19% | 95 |
|
|
2022
Q3 | $754K | Sell |
2,487
-52
| -2% | -$15.8K | 0.19% | 94 |
|
|
2022
Q2 | $1.19M | Sell |
2,539
-289
| -10% | -$135K | 0.29% | 78 |
|
|
2022
Q1 | $1.54M | Sell |
2,828
-36
| -1% | -$19.6K | 0.32% | 75 |
|
|
2021
Q4 | $1.87M | Sell |
2,864
-3
| -0.1% | -$1.96K | 0.37% | 67 |
|
|
2021
Q3 | $2.09M | Sell |
2,867
-80
| -3% | -$58.2K | 0.46% | 58 |
|
|
2021
Q2 | $2.13M | Sell |
2,947
-7
| -0.2% | -$5.05K | 0.47% | 58 |
|
|
2021
Q1 | $1.82M | Hold |
2,954
| – | – | 0.45% | 57 |
|
|
2020
Q4 | $1.95M | Hold |
2,954
| – | – | 0.52% | 48 |
|
|
2020
Q3 | $1.84M | Hold |
2,954
| – | – | 0.55% | 49 |
|
|
2020
Q2 | $1.51M | Sell |
2,954
-75
| -2% | -$38.3K | 0.5% | 48 |
|
|
2020
Q1 | $1.32M | Hold |
3,029
| – | – | 0.53% | 44 |
|
|
2019
Q4 | $1.47M | Buy |
+3,029
| New | +$1.47M | 0.42% | 47 |
|