CHTR CHARTER COMMUNICATIONS INC N

Ownership history in Bison Wealth, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Bison Wealth, LLC reported a position in CHARTER COMMUNICATIONS INC N (CHTR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.28% (2023 Q3)
Avg. % of fund
0.2%
First filed
2022 Q4
Last filed
2024 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 REDUCED 4,379 -103 -2.3% 0.23% $1.4M $324.08
2024 Q2 UNCHANGED 4,482 0% 0.21% $1.3M $298.96
2024 Q1 ADDED 4,482 +1,168 +35.2% 0.21% $1.3M $290.63
2023 Q4 REDUCED 3,314 -10 -0.3% 0.23% $1.3M $388.68
2023 Q3 REDUCED 3,324 -121 -3.5% 0.28% $1.5M $439.82
2023 Q2 ADDED 3,445 +2,486 +259.2% 0.23% $1.3M $367.37
2023 Q1 ADDED 959 +51 +5.6% 0.10% $328K $357.61
2022 Q4 INITIATED 908 0.11% $355K
% of Fund (quarterly)    CHTR price (monthly, adj. close)
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