Sequoia Financial Advisors’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 Q1	$924K	Buy	4,282 +260	+6%	+$56.3K	0.01%	933
2025 Q4	$840K	Buy	4,022 +1,202	+43%	+$270K	﹤0.01%	980
2025 Q3	$776K	Sell	2,820 -202	-7%	-$61K	﹤0.01%	913
2025 Q2	$1.24M	Buy	3,022 +537	+22%	+$206K	0.01%	615
2025 Q1	$916K	Buy	2,485 +41	+2%	+$14.7K	0.01%	649
2024 Q4	$838K	Sell	2,444 -174	-7%	-$62.9K	0.01%	634
2024 Q3	$848K	Buy	2,618 +327	+14%	+$110K	0.01%	593
2024 Q2	$685K	Buy	2,291 +552	+32%	+$151K	0.01%	590
2024 Q1	$505K	Sell	1,739 -569	-25%	-$183K	0.01%	683
2023 Q4	$897K	Buy	2,308 +405	+21%	+$165K	0.01%	556
2023 Q3	$837K	Buy	1,903 +125	+7%	+$52K	0.01%	379
2023 Q2	$653K	Sell	1,778 -118	-6%	-$40.3K	0.01%	445
2023 Q1	$678K	Buy	1,896 +97	+5%	+$36.2K	0.02%	389
2022 Q4	$610K	Buy	+1,799	New	+$632K	0.02%	385
2022 Q3	–	Sell	-1,153	Closed	-$541K	–	542
2022 Q2	$541K	Buy	1,153 +181	+19%	+$88.2K	0.02%	310
2022 Q1	$531K	Buy	972 +223	+30%	+$131K	0.01%	345
2021 Q4	$488K	Buy	+749	New	+$510K	0.01%	328
2021 Q3	–	Sell	-391	Closed	-$282K	–	293
2021 Q2	$282K	Buy	391 +31	+9%	+$20.9K	0.01%	388
2021 Q1	$222K	Buy	+360	New	+$225K	0.01%	398