Williams Jones Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $364K | Sell |
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|
2025
Q2 | $546K | Buy |
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|
2025
Q1 | $488K | Hold |
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|
2024
Q4 | $454K | Buy |
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|
2024
Q3 | $422K | Buy |
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|
2024
Q2 | $389K | Sell |
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|
2024
Q1 | $416K | Sell |
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|
2023
Q4 | $564K | Hold |
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|
2023
Q3 | $638K | Sell |
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|
2023
Q2 | $549K | Sell |
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|
2023
Q1 | $537K | Sell |
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|
2022
Q4 | $546K | Hold |
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|
2022
Q3 | $488K | Buy |
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|
2022
Q2 | $739K | Buy |
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|
2022
Q1 | $304K | Sell |
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|
2021
Q4 | $524K | Sell |
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|
2021
Q3 | $1.74M | Buy |
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|
2021
Q2 | $1.61M | Buy |
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|
2021
Q1 | $1.23M | Buy |
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|
2020
Q4 | $1.03M | Sell |
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|
2020
Q3 | $1.04M | Sell |
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|
2020
Q2 | $1.03M | Sell |
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|
2020
Q1 | $953K | Sell |
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|
2019
Q4 | $1.19M | Sell |
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|
2019
Q3 | $1.12M | Buy |
|