Wealthspire Advisors (New York)’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
Q4 | – | Sell |
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|
2025
Q3 | $145K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $693K | Buy |
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|
2022
Q3 | $526K | Sell |
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|
2022
Q2 | $816K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $400K | Sell |
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|
2021
Q3 | $1.5M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.29M | Buy |
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|
2020
Q4 | $1.26M | Buy |
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|
2020
Q3 | $951K | Buy |
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|
2020
Q2 | $747K | Sell |
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|
2020
Q1 | $950K | Buy |
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|
2019
Q4 | $461K | Buy |
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|
2019
Q3 | $306K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $46K | Buy |
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