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Charter Communications Inc New Cl A cl a shares owned by PBWM Holdings

Quarter-by-quarter ownership of Charter Communications Inc New Cl A cl a (CHTR) shares owned by PBWM Holdings from 13F filings

Historical chart of PBWM Holdings investment in Charter Communications Inc New Cl A cl a

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All positions including Charter Communications Inc New Cl A cl a held by PBWM Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charter Communications Inc New Cl A cl a by PBWM Holdings

Quarter filed Position value Share count Share price at filing
2023-03-31 $303k 847 357.61
2022-12-31 $287k 847 338.84
2022-09-30 $257k 847 303.42
2022-06-30 $397k 847 468.71
2022-03-31 $462k 847 545.45
2021-12-31 $552k 847 651.71
2021-09-30 $616k 847 727.27
2021-06-30 $611k 847 721.37
2021-03-31 $523k 847 617.47
2020-12-31 $560k 847 661.16
2020-09-30 $529k 847 624.56
2020-06-30 $432k 847 510.04
2020-03-31 $370k 847 436.84
2019-12-31 $411k 847 485.24
2019-09-30 $349k 847 412.04
2019-06-30 $335k 847 395.51
2019-03-31 $294k 847 347.11
2018-12-31 $241k 847 284.53
2018-09-30 $315k 968 325.41
2018-06-30 $284k 968 293.39
2018-03-31 $301k 968 310.95
2017-12-31 $325k 968 335.74
2017-09-30 $352k 968 363.64
2017-06-30 $326k 968 336.78
2017-03-31 $317k 968 327.48
2016-12-31 $279k 968 288.22
2016-09-30 $261k 968 269.63
2016-06-30 $221k 968 228.31

More positions owned by PBWM Holdings

Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO)
Vanguard FTSE All-World ex-US ETF Allwrld Ex Us (VEU)
iShares MSCI EAFE Index ETF Msci Eafe Etf (EFA)
Apple (AAPL)
JPMorgan Ultra-Short Income ETF Ultra Shrt Inc (JPST)
iShares S&P Midcap 400 ETF Core S&p Mcp Etf (IJH)
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF)
Schwab US Broad Market ETF Us Brd Mkt Etf (SCHB)
Schwab US Large-Cap ETF Us Lrg Cap Etf (SCHX)
iShares Russell 1000 ETF Rus 1000 Etf (IWB)
iShares Russell 1000 Value ETF Rus 1000 Val Etf (IWD)
iShares Russell 2000 ETF Russell 2000 Etf (IWM)
iShares S&P 500 ETF Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Unit (SPY)
Vanguard Value ETF Value Etf (VTV)

View all positions for PBWM Holdings

Top funds holding Charter Communications Inc New Cl A cl a

Dodge & Cox
Vanguard Group
Harris Associates L.P
Berkshire Hathaway
Pzena Investment Management
Massachusetts Financial Services
Jpmorgan Chase & Co
Veritas Asset Management
Parnassus Investments
Franklin Resources
Barclays
Norges Bank Investment Management
Citadel Advisors
Charles Schwab Investment Management
Legal & General Group

View all funds holding Charter Communications Inc New Cl A cl a