Sequoia Financial Advisors’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 | $1.24M | Buy |
3,022
+537
| +22% | +$220K | 0.01% | 613 |
|
|
2025
Q1 | $916K | Buy |
2,485
+41
| +2% | +$15.1K | 0.01% | 645 |
|
|
2024
Q4 | $838K | Sell |
2,444
-174
| -7% | -$59.6K | 0.01% | 632 |
|
|
2024
Q3 | $848K | Buy |
2,618
+327
| +14% | +$106K | 0.01% | 592 |
|
|
2024
Q2 | $685K | Buy |
2,291
+552
| +32% | +$165K | 0.01% | 588 |
|
|
2024
Q1 | $505K | Sell |
1,739
-569
| -25% | -$165K | 0.01% | 680 |
|
|
2023
Q4 | $897K | Buy |
2,308
+405
| +21% | +$157K | 0.01% | 556 |
|
|
2023
Q3 | $837K | Buy |
1,903
+125
| +7% | +$55K | 0.01% | 379 |
|
|
2023
Q2 | $653K | Sell |
1,778
-118
| -6% | -$43.4K | 0.01% | 445 |
|
|
2023
Q1 | $678K | Buy |
1,896
+97
| +5% | +$34.7K | 0.02% | 389 |
|
|
2022
Q4 | $610K | Buy |
+1,799
| New | +$610K | 0.02% | 385 |
|
|
2022
Q3 | – | Sell |
-1,153
| Closed | -$541K | – | 542 |
|
|
2022
Q2 | $541K | Buy |
1,153
+181
| +19% | +$84.9K | 0.02% | 310 |
|
|
2022
Q1 | $531K | Buy |
972
+223
| +30% | +$122K | 0.01% | 345 |
|
|
2021
Q4 | $488K | Buy |
+749
| New | +$488K | 0.01% | 328 |
|
|
2021
Q3 | – | Sell |
-391
| Closed | -$282K | – | 293 |
|
|
2021
Q2 | $282K | Buy |
391
+31
| +9% | +$22.4K | 0.01% | 388 |
|
|
2021
Q1 | $222K | Buy |
+360
| New | +$222K | 0.01% | 398 |
|