Wolf Group Capital Advisors’s Charter Communications CHTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,866
| Closed | -$686K | – | 169 |
|
|
2024
Q4 | $686K | Hold |
1,866
| – | – | 0.33% | 74 |
|
|
2024
Q3 | $686K | Buy |
+1,866
| New | +$686K | 0.33% | 75 |
|
|
2024
Q2 | – | Sell |
-1,866
| Closed | -$686K | – | 130 |
|
|
2024
Q1 | $686K | Hold |
1,866
| – | – | 0.33% | 75 |
|
|
2023
Q4 | $686K | Buy |
1,866
+47
| +3% | +$17.3K | 0.33% | 75 |
|
|
2023
Q3 | $800K | Sell |
1,819
-45
| -2% | -$19.8K | 0.38% | 73 |
|
|
2023
Q2 | $611K | Sell |
1,864
-121
| -6% | -$39.7K | 0.3% | 76 |
|
|
2023
Q1 | $710K | Sell |
1,985
-167
| -8% | -$59.7K | 0.35% | 72 |
|
|
2022
Q4 | $730K | Sell |
2,152
-29
| -1% | -$9.83K | 0.34% | 75 |
|
|
2022
Q3 | $662K | Buy |
2,181
+2
| +0.1% | +$607 | 0.36% | 73 |
|
|
2022
Q2 | $1.02M | Buy |
2,179
+266
| +14% | +$125K | 0.53% | 62 |
|
|
2022
Q1 | $1.04M | Buy |
+1,913
| New | +$1.04M | 0.53% | 60 |
|