Waverly 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
2025
Q2
$946K Sell
2025
Q1
$866K Buy
2024
Q4
$788K Buy
2024
Q3
$713K Buy
2024
Q2
$552K Buy
2018
Q1
Sell
2017
Q4
$255K Hold
2017
Q3
$275K Hold
2017
Q2
$255K Sell
2017
Q1
$280K Buy
2016
Q4
$218K Sell
2016
Q3
$213K Buy