Perigon Wealth Management’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 | $1.6M | Buy |
3,924
+33
| +0.8% | +$13.5K | 0.04% | 378 |
|
|
2025
Q1 | $1.43M | Buy |
3,891
+179
| +5% | +$66K | 0.04% | 371 |
|
|
2024
Q4 | $1.29M | Sell |
3,712
-88
| -2% | -$30.5K | 0.03% | 385 |
|
|
2024
Q3 | $1.23M | Buy |
3,800
+127
| +3% | +$41.2K | 0.03% | 382 |
|
|
2024
Q2 | $1.1M | Buy |
3,673
+135
| +4% | +$40.4K | 0.03% | 352 |
|
|
2024
Q1 | $1.03M | Buy |
3,538
+77
| +2% | +$22.4K | 0.03% | 365 |
|
|
2023
Q4 | $1.35M | Buy |
3,461
+40
| +1% | +$15.5K | 0.04% | 288 |
|
|
2023
Q3 | $1.5M | Sell |
3,421
-20
| -0.6% | -$8.8K | 0.06% | 244 |
|
|
2023
Q2 | $1.26M | Buy |
3,441
+51
| +2% | +$18.7K | 0.05% | 270 |
|
|
2023
Q1 | $1.21M | Buy |
+3,390
| New | +$1.21M | 0.07% | 238 |
|
|
2021
Q1 | – | Sell |
-157
| Closed | -$104K | – | 583 |
|
|
2020
Q4 | $104K | Buy |
+157
| New | +$104K | 0.01% | 529 |
|
|
2018
Q2 | – | Sell |
-62
| Closed | -$19K | – | 299 |
|
|
2018
Q1 | $19K | Hold |
62
| – | – | 0.01% | 440 |
|
|
2017
Q4 | $21K | Sell |
62
-129
| -68% | -$43.7K | 0.01% | 404 |
|
|
2017
Q3 | $69K | Hold |
191
| – | – | 0.02% | 301 |
|
|
2017
Q2 | $64K | Hold |
191
| – | – | 0.01% | 350 |
|
|
2017
Q1 | $63K | Hold |
191
| – | – | 0.01% | 366 |
|
|
2016
Q4 | $62K | Sell |
191
-16
| -8% | -$5.19K | 0.01% | 336 |
|
|
2016
Q3 | $56K | Buy |
207
+16
| +8% | +$4.33K | 0.01% | 295 |
|
|
2016
Q2 | $44K | Buy |
+191
| New | +$44K | 0.01% | 288 |
|