PDS Planning’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 | $237K | Buy |
+579
| New | +$237K | 0.02% | 432 |
|
|
2024
Q1 | – | Sell |
-859
| Closed | -$334K | – | 398 |
|
|
2023
Q4 | $334K | Sell |
859
-11
| -1% | -$4.28K | 0.04% | 216 |
|
|
2023
Q3 | $383K | Buy |
870
+29
| +3% | +$12.8K | 0.05% | 171 |
|
|
2023
Q2 | $309K | Buy |
841
+91
| +12% | +$33.4K | 0.04% | 208 |
|
|
2023
Q1 | $268K | Buy |
+750
| New | +$268K | 0.04% | 216 |
|
|
2022
Q2 | – | Sell |
-371
| Closed | -$202K | – | 222 |
|
|
2022
Q1 | $202K | Buy |
+371
| New | +$202K | 0.04% | 212 |
|