SWM
Sendero Wealth Management’s Charter Communications CHTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $967K | Buy |
2,365
+166
| +8% | +$67.9K | 0.12% | 102 |
|
|
2025
Q1 | $810K | Sell |
2,199
-1,125
| -34% | -$415K | 0.11% | 108 |
|
|
2024
Q4 | $1.14M | Sell |
3,324
-1,643
| -33% | -$563K | 0.17% | 80 |
|
|
2024
Q3 | $1.61M | Sell |
4,967
-2,106
| -30% | -$683K | 0.25% | 57 |
|
|
2024
Q2 | $2.11M | Sell |
7,073
-9,442
| -57% | -$2.82M | 0.36% | 51 |
|
|
2024
Q1 | $4.8M | Buy |
16,515
+2,177
| +15% | +$633K | 0.83% | 27 |
|
|
2023
Q4 | $5.57M | Buy |
14,338
+2,674
| +23% | +$1.04M | 1.05% | 21 |
|
|
2023
Q3 | $5.13M | Buy |
11,664
+1,661
| +17% | +$731K | 1.1% | 17 |
|
|
2023
Q2 | $3.67M | Buy |
10,003
+3,664
| +58% | +$1.35M | 0.8% | 25 |
|
|
2023
Q1 | $2.27M | Buy |
6,339
+1,904
| +43% | +$681K | 0.69% | 33 |
|
|
2022
Q4 | $1.5M | Buy |
4,435
+2,022
| +84% | +$686K | 0.53% | 37 |
|
|
2022
Q3 | $732K | Buy |
+2,413
| New | +$732K | 0.3% | 53 |
|