Westside Investment Management’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
$1.54M Sell
3,760
-56
-1% -$22.9K 0.29% 89
2025
Q1
$1.41M Sell
3,816
-233
-6% -$85.9K 0.3% 90
2024
Q4
$1.39M Sell
4,049
-173
-4% -$59.3K 0.29% 91
2024
Q3
$1.37M Sell
4,222
-520
-11% -$169K 0.29% 86
2024
Q2
$1.42M Sell
4,742
-470
-9% -$141K 0.32% 78
2024
Q1
$1.51M Buy
5,212
+3,028
+139% +$880K 0.36% 74
2023
Q4
$849K Sell
2,184
-97
-4% -$37.7K 0.22% 111
2023
Q3
$1M Sell
2,281
-81
-3% -$35.6K 0.29% 88
2023
Q2
$868K Buy
2,362
+168
+8% +$61.7K 0.25% 102
2023
Q1
$785K Sell
2,194
-10
-0.5% -$3.58K 0.23% 105
2022
Q4
$747 Buy
2,204
+306
+16% +$104 ﹤0.01% 269
2022
Q3
$575 Sell
1,898
-3
-0.2% -$1 ﹤0.01% 285
2022
Q2
$890 Sell
1,901
-24
-1% -$11 ﹤0.01% 263
2022
Q1
$1.05K Buy
1,925
+11
+0.6% +$6 ﹤0.01% 261
2021
Q4
$1.25K Buy
1,914
+26
+1% +$17 ﹤0.01% 251
2021
Q3
$1.37K Sell
1,888
-1
-0.1% -$1 ﹤0.01% 242
2021
Q2
$1.36K Buy
1,889
+90
+5% +$65 ﹤0.01% 234
2021
Q1
$1.11K Buy
1,799
+425
+31% +$262 ﹤0.01% 232
2020
Q4
$908 Buy
1,374
+66
+5% +$44 ﹤0.01% 200
2020
Q3
$816 Hold
1,308
﹤0.01% 211
2020
Q2
$667 Buy
1,308
+174
+15% +$89 ﹤0.01% 194
2020
Q1
$494 Buy
+1,134
New +$494 ﹤0.01% 205
2019
Q2
$15 Buy
+40
New +$15 ﹤0.01% 418
2018
Q4
$11.4K Hold
40
﹤0.01% 447
2018
Q3
$12.9K Buy
40
+36
+900% +$11.6K ﹤0.01% 444
2018
Q2
$1.18K Sell
4
-8
-67% -$2.35K ﹤0.01% 785
2018
Q1
$3.64K Hold
12
﹤0.01% 702
2017
Q4
$4.28K Hold
12
﹤0.01% 697
2017
Q3
$4.39K Hold
12
﹤0.01% 685
2017
Q2
$4.04K Buy
12
+8
+200% +$2.69K ﹤0.01% 691
2017
Q1
$1.33K Hold
4
﹤0.01% 733
2016
Q4
$1.2K Buy
+4
New +$1.2K ﹤0.01% 606