Skip to main content

Wealthsource Partners, LLC

SEC CIK
0001674623
Latest filing
Jan 16, 2024

CHTR holding history

Charter Communications, Inc. in every 13F filed by Wealthsource Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CHTR overviewAll 13F holders of CHTRFull Q4 2023 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2021
Holdings of CHTR by Wealthsource Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−1,309−100.0%Sold outHolders
Q1 20231,309$468.1K<0.1%−7−0.5%ReducedHolders
Q4 20221,316$446.3K<0.1%+159+13.7%AddedHolders
Q3 20221,157$351.0K<0.1%−464−28.6%ReducedHolders
Q2 20221,621$759.0K0.1%+45+2.9%AddedHolders
Q1 20221,576$860.0K0.1%+73+4.9%AddedHolders
Q4 20211,503$980.0K0.1%+524+53.5%AddedHolders
Q3 2021979$712.0K0.1%−73−6.9%ReducedHolders
Q2 20211,052$759.0K0.1%−51−4.6%ReducedHolders
Q1 20211,103$681.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.