A detailed history of Ep Wealth Advisors, LLC transactions in Charter Communications, Inc. stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 1,100 shares of CHTR stock, worth $432,344. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,100
Previous 1,166 5.66%
Holding current value
$432,344
Previous $338,000 2.96%
% of portfolio
0.0%
Previous 0.0%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 19, 2024

SELL
$254.61 - $298.96 $16,804 - $19,731
-66 Reduced 5.66%
1,100 $328,000
Q1 2024

May 14, 2024

SELL
$276.33 - $391.51 $42,831 - $60,684
-155 Reduced 11.73%
1,166 $338,000
Q4 2023

Feb 28, 2024

SELL
$361.98 - $454.45 $18,460 - $23,176
-51 Reduced 3.72%
1,321 $513,000
Q3 2023

Nov 22, 2023

BUY
$367.65 - $455.73 $44,118 - $54,687
120 Added 9.58%
1,372 $603,000
Q2 2023

Aug 14, 2023

SELL
$319.66 - $368.7 $8.87 Million - $10.2 Million
-27,747 Reduced 95.68%
1,252 $459,000
Q1 2023

Jun 05, 2023

BUY
$329.49 - $412.25 $9.55 Million - $12 Million
28,999 New
28,999 $10.4 Million
Q4 2022

Jun 12, 2023

SELL
$304.96 - $394.4 $8.47 Million - $11 Million
-27,777 Reduced 95.79%
1,222 $414,000
Q2 2022

Aug 11, 2022

BUY
$415.35 - $562.4 $30,320 - $41,055
73 Added 5.78%
1,335 $625,000
Q1 2022

May 20, 2022

SELL
$545.52 - $647.58 $16,365 - $19,427
-30 Reduced 2.32%
1,262 $688,000
Q4 2021

Feb 17, 2022

BUY
$605.55 - $747.79 $98,704 - $121,889
163 Added 14.44%
1,292 $842,000
Q3 2021

Nov 23, 2021

SELL
$701.37 - $821.01 $13.9 Million - $16.3 Million
-19,813 Reduced 94.61%
1,129 $821,000
Q3 2021

Nov 16, 2021

BUY
$701.37 - $821.01 $13.9 Million - $16.3 Million
19,816 Added 1759.86%
20,942 $821,000
Q2 2021

Aug 24, 2021

BUY
$605.5 - $721.45 $44,807 - $53,387
74 Added 7.03%
1,126 $812,000
Q1 2021

May 17, 2021

BUY
$596.5 - $654.65 $8,351 - $9,165
14 Added 1.35%
1,052 $649,000
Q4 2020

Feb 18, 2021

BUY
$572.58 - $680.76 $372,749 - $443,174
651 Added 168.22%
1,038 $687,000
Q3 2020

Nov 17, 2020

SELL
$517.69 - $633.05 $3,106 - $3,798
-6 Reduced 1.53%
387 $242,000
Q2 2020

Aug 14, 2020

BUY
$424.03 - $547.3 $166,643 - $215,088
393 New
393 $200,000
Q3 2017

Nov 15, 2017

SELL
$357.58 - $402.5 $238,148 - $268,065
-666 Closed
0 $0
Q2 2017

Aug 17, 2017

BUY
N/A
666
666 $224,000

Others Institutions Holding CHTR

About CHARTER COMMUNICATIONS, INC.


  • Ticker CHTR
  • Exchange NASDAQ
  • Sector Communication Services
  • Industry Telecom Services
  • Shares Outstandng 160,655,008
  • Market Cap $63.1B
  • Description
  • Charter Communications, Inc. operates as a broadband connectivity and cable operator company serving residential and commercial customers in the United States. The company offers subscription-based video services, including video on demand, high-definition television, digital video recorder, pay-per-view services. It provides Internet services, ...
More about CHTR
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.