Pathstone Holdings’s Charter Communications CHTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.48M Buy
8,620
+542
+7% +$219K 0.01% 699
2025
Q1
$2.97M Sell
8,078
-177
-2% -$65.1K 0.01% 771
2024
Q4
$2.83M Sell
8,255
-1,022
-11% -$350K 0.01% 795
2024
Q3
$3.01M Buy
9,277
+440
+5% +$143K 0.01% 763
2024
Q2
$2.64M Sell
8,837
-1,897
-18% -$567K 0.01% 792
2024
Q1
$3.12M Sell
10,734
-1,236
-10% -$359K 0.01% 700
2023
Q4
$4.69M Buy
+11,970
New +$4.69M 0.03% 449