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 |
|