PHAM
Palisades Hudson Asset Management’s Charter Communications CHTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Buy |
+492
| New | +$201K | 0.08% | 106 |
|
|
2023
Q4 | – | Sell |
-495
| Closed | -$217K | – | 96 |
|
|
2023
Q3 | $217K | Buy |
+495
| New | +$217K | 0.12% | 87 |
|
|
2022
Q3 | – | Sell |
-492
| Closed | -$231K | – | 100 |
|
|
2022
Q2 | $231K | Sell |
492
-4
| -0.8% | -$1.88K | 0.13% | 87 |
|
|
2022
Q1 | $270K | Buy |
496
+4
| +0.8% | +$2.18K | 0.13% | 94 |
|
|
2021
Q4 | $321K | Hold |
492
| – | – | 0.14% | 83 |
|
|
2021
Q3 | $358K | Hold |
492
| – | – | 0.16% | 72 |
|
|
2021
Q2 | $355K | Hold |
492
| – | – | 0.16% | 69 |
|
|
2021
Q1 | $304K | Hold |
492
| – | – | 0.14% | 79 |
|
|
2020
Q4 | $325K | Hold |
492
| – | – | 0.17% | 67 |
|
|
2020
Q3 | $307K | Hold |
492
| – | – | 0.2% | 70 |
|
|
2020
Q2 | $251K | Hold |
492
| – | – | 0.17% | 75 |
|
|
2020
Q1 | $215K | Hold |
492
| – | – | 0.18% | 75 |
|
|
2019
Q4 | $239K | Hold |
492
| – | – | 0.15% | 91 |
|
|
2019
Q3 | $203K | Buy |
+492
| New | +$203K | 0.14% | 97 |
|