Wright Investors Service’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
$984K Buy
2,408
+1,117
+87% +$457K 0.3% 79
2025
Q1
$476K Buy
+1,291
New +$476K 0.16% 116
2023
Q4
Sell
-1,922
Closed -$845K 145
2023
Q3
$845K Buy
+1,922
New +$845K 0.25% 96
2021
Q4
Sell
-1,612
Closed -$1.17M 145
2021
Q3
$1.17M Buy
+1,612
New +$1.17M 0.33% 88
2020
Q3
Sell
-759
Closed -$387K 152
2020
Q2
$387K Buy
+759
New +$387K 0.15% 124