Pacific Capital Wealth Advisors’s Charter Communications CHTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-21
| Closed | -$7.2K | – | 137 |
|
|
2024
Q4 | $7.2K | Hold |
21
| – | – | ﹤0.01% | 294 |
|
|
2024
Q3 | $6.81K | Hold |
21
| – | – | ﹤0.01% | 330 |
|
|
2024
Q2 | $6.28K | Hold |
21
| – | – | ﹤0.01% | 361 |
|
|
2024
Q1 | $6.1K | Hold |
21
| – | – | ﹤0.01% | 283 |
|
|
2023
Q4 | $8.16K | Buy |
+21
| New | +$8.16K | ﹤0.01% | 231 |
|
|
2020
Q4 | – | Sell |
-42
| Closed | -$26K | – | 89 |
|
|
2020
Q3 | $26K | Buy |
+42
| New | +$26K | 0.02% | 133 |
|