Sanders Morris Harris’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
Sell
-1,215
Closed -$451K 183
2025
Q1
$451K Hold
1,215
0.07% 167
2024
Q4
$416K Hold
1,215
0.06% 178
2024
Q3
$394K Hold
1,215
0.07% 181
2024
Q2
$363K Sell
1,215
-2
-0.2% -$598 0.06% 193
2024
Q1
$354K Buy
1,217
+4
+0.3% +$1.16K 0.06% 191
2023
Q4
$455K Sell
1,213
-4
-0.3% -$1.5K 0.22% 119
2023
Q3
$532K Hold
1,217
0.11% 144
2023
Q2
$448K Buy
+1,217
New +$448K 0.1% 153
2023
Q1
Sell
-1,213
Closed -$411K 160
2022
Q4
$411K Sell
1,213
-4
-0.3% -$1.36K 0.16% 130
2022
Q3
$389K Hold
1,217
0.1% 166
2022
Q2
$585K Hold
1,217
0.13% 121
2022
Q1
$664K Hold
1,217
0.13% 121
2021
Q4
$791K Hold
1,217
0.14% 112
2021
Q3
$909K Hold
1,217
0.17% 99
2021
Q2
$888K Sell
1,217
-22
-2% -$16.1K 0.17% 104
2021
Q1
$758K Hold
1,239
0.16% 108
2020
Q4
$766K Hold
1,239
0.17% 105
2020
Q3
$802K Buy
+1,239
New +$802K 0.22% 96
2020
Q1
Sell
-3,275
Closed -$1.61M 176
2019
Q4
$1.61M Hold
3,275
0.36% 76
2019
Q3
$1.35M Hold
3,275
0.33% 75
2019
Q2
$1.3M Buy
+3,275
New +$1.3M 0.34% 69