Sanders Morris Harris’s Charter Communications CHTR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-15,415	Closed	-$3.33M	–	105
2026 Q1	$3.33M	Buy	+15,415	New	+$3.34M	0.53%	39
2025 Q4	–	Sell	-1,215	Closed	-$334K	–	77
2025 Q3	$334K	Buy	+1,215	New	+$367K	0.04%	215
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%	-$546	0.06%	193
2024 Q1	$354K	Buy	1,217 +4	+0.3%	+$1.29K	0.06%	191
2023 Q4	$455K	Sell	1,213 -4	-0.3%	-$1.63K	0.22%	119
2023 Q3	$532K	Hold	1,217	–	–	0.11%	144
2023 Q2	$448K	Buy	+1,217	New	+$415K	0.1%	153
2023 Q1	–	Sell	-1,213	Closed	-$411K	–	160
2022 Q4	$411K	Sell	1,213 -4	-0.3%	-$1.41K	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%	-$14.8K	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	+$731K	0.22%	96
2020 Q1	–	Sell	-3,275	Closed	-$1.6M	–	176
2019 Q4	$1.6M	Hold	3,275	–	–	0.36%	76
2019 Q3	$1.34M	Hold	3,275	–	–	0.33%	75
2019 Q2	$1.3M	Buy	+3,275	New	+$1.23M	0.34%	69