Westside Investment Management’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 | $111K | Sell |
514
-2,846
| -85% | -$617K | 0.02% | 391 |
|
|
2025
Q4 | $702K | Sell |
3,360
-400
| -11% | -$90K | 0.11% | 147 |
|
|
2025
Q3 | $1.03M | Hold |
3,760
| – | – | 0.17% | 122 |
|
|
2025
Q2 | $1.54M | Sell |
3,760
-56
| -1% | -$21.4K | 0.29% | 89 |
|
|
2025
Q1 | $1.41M | Sell |
3,816
-233
| -6% | -$83.3K | 0.3% | 90 |
|
|
2024
Q4 | $1.39M | Sell |
4,049
-173
| -4% | -$62.5K | 0.29% | 91 |
|
|
2024
Q3 | $1.37M | Sell |
4,222
-520
| -11% | -$175K | 0.29% | 86 |
|
|
2024
Q2 | $1.42M | Sell |
4,742
-470
| -9% | -$128K | 0.32% | 78 |
|
|
2024
Q1 | $1.51M | Buy |
5,212
+3,028
| +139% | +$973K | 0.36% | 74 |
|
|
2023
Q4 | $849K | Sell |
2,184
-97
| -4% | -$39.6K | 0.22% | 111 |
|
|
2023
Q3 | $1M | Sell |
2,281
-81
| -3% | -$33.7K | 0.29% | 88 |
|
|
2023
Q2 | $868K | Buy |
2,362
+168
| +8% | +$57.3K | 0.25% | 102 |
|
|
2023
Q1 | $785K | Sell |
2,194
-10
| -0.5% | -$3.73K | 0.23% | 105 |
|
|
2022
Q4 | $747 | Buy |
2,204
+306
| +16% | +$108K | ﹤0.01% | 269 |
|
|
2022
Q3 | $575 | Sell |
1,898
-3
| -0.2% | -$1.28K | ﹤0.01% | 285 |
|
|
2022
Q2 | $890 | Sell |
1,901
-24
| -1% | -$11.7K | ﹤0.01% | 263 |
|
|
2022
Q1 | $1.05K | Buy |
1,925
+11
| +0.6% | +$6.46K | ﹤0.01% | 261 |
|
|
2021
Q4 | $1.25K | Buy |
1,914
+26
| +1% | +$17.7K | ﹤0.01% | 251 |
|
|
2021
Q3 | $1.37K | Sell |
1,888
-1
| -0.1% | -$759 | ﹤0.01% | 242 |
|
|
2021
Q2 | $1.36K | Buy |
1,889
+90
| +5% | +$60.6K | ﹤0.01% | 234 |
|
|
2021
Q1 | $1.11K | Buy |
1,799
+425
| +31% | +$266K | ﹤0.01% | 232 |
|
|
2020
Q4 | $908 | Buy |
1,374
+66
| +5% | +$42K | ﹤0.01% | 200 |
|
|
2020
Q3 | $816 | Hold |
1,308
| – | – | ﹤0.01% | 211 |
|
|
2020
Q2 | $667 | Buy |
1,308
+174
| +15% | +$88.3K | ﹤0.01% | 194 |
|
|
2020
Q1 | $494 | Buy |
+1,134
| New | +$555K | ﹤0.01% | 205 |
|
|
2019
Q2 | $15 | Buy |
+40
| New | +$15K | ﹤0.01% | 418 |
|
|
2018
Q4 | $11.4K | Hold |
40
| – | – | ﹤0.01% | 447 |
|
|
2018
Q3 | $12.9K | Buy |
40
+36
| +900% | +$11K | ﹤0.01% | 444 |
|
|
2018
Q2 | $1.18K | Sell |
4
-8
| -67% | -$2.3K | ﹤0.01% | 785 |
|
|
2018
Q1 | $3.64K | Hold |
12
| – | – | ﹤0.01% | 706 |
|
|
2017
Q4 | $4.28K | Hold |
12
| – | – | ﹤0.01% | 699 |
|
|
2017
Q3 | $4.39K | Hold |
12
| – | – | ﹤0.01% | 689 |
|
|
2017
Q2 | $4.04K | Buy |
12
+8
| +200% | +$2.67K | ﹤0.01% | 691 |
|
|
2017
Q1 | $1.33K | Hold |
4
| – | – | ﹤0.01% | 733 |
|
|
2016
Q4 | $1.2K | Buy |
+4
| New | +$1.08K | ﹤0.01% | 606 |
|
Other funds holding CHTR
VCM
VPM
Westside Investment Management's CHTR Position: Q1 2026 in Review
Westside Investment Management reduced its Charter Communications (CHTR) stake by 85% in Q1 2026, selling an estimated $617K and leaving 514 shares worth $111K. The position accounts for 0.02% of the portfolio, ranked #391.
Westside Investment Management first reported a position in CHTR in Q4 2016 and has held it in 35 quarters since. The position peaked at $1.54M in Q2 2025. 788 funds tracked by Wall St. Rank hold CHTR as of Q1 2026.
- Westside Investment Management held 514 shares of Charter Communications worth $111K as of Q1 2026.
- Westside Investment Management sold 2,846 Charter Communications shares in Q1 2026, an estimated $617K.
- Charter Communications made up 0.02% of Westside Investment Management's portfolio in Q1 2026, its #391 holding.
- Westside Investment Management first reported a position in Charter Communications in Q4 2016 and has held it in 35 quarters since.
- Westside Investment Management's Charter Communications position peaked at $1.54M in Q2 2025.
- 788 funds tracked by Wall St. Rank held Charter Communications as of Q1 2026.
Based on Westside Investment Management's 13F filing for Q1 2026, filed 4 May 2026.