Montag & Associates’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
Q3 | $8.25K | Hold |
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|
2025
Q2 | $12.3K | Sell |
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|
2025
Q1 | $33.5K | Hold |
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|
2024
Q4 | $31.2K | Hold |
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|
2024
Q3 | $29.5K | Hold |
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|
2024
Q2 | $27.2K | Hold |
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|
2024
Q1 | $26.4K | Hold |
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|
2023
Q4 | $35.4K | Hold |
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|
2023
Q3 | $40K | Hold |
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|
2023
Q2 | $33.4K | Hold |
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|
2023
Q1 | $32.5K | Sell |
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|
2022
Q4 | $441K | Sell |
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|
2022
Q3 | $766K | Sell |
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|
2022
Q2 | $1.45M | Sell |
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|
2022
Q1 | $1.98M | Sell |
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|
2021
Q4 | $2.7M | Sell |
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|
2021
Q3 | $3.96M | Sell |
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|
2021
Q2 | $6.34M | Buy |
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|
2021
Q1 | $5.16M | Buy |
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|
2020
Q4 | $5.5M | Sell |
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|
2020
Q3 | $7.01M | Sell |
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|
2020
Q2 | $7.03M | Sell |
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|
2020
Q1 | $6.78M | Buy |
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|
2019
Q4 | $5.73M | Buy |
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