AE Wealth Management’s Charter Communications CHTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-8,752
| Closed | -$2.41M | – | 2471 |
|
|
2025
Q3 | $2.41M | Buy |
8,752
+3,692
| +73% | +$1.12M | 0.02% | 518 |
|
|
2025
Q2 | $2.07M | Buy |
5,060
+898
| +22% | +$344K | 0.02% | 531 |
|
|
2025
Q1 | $1.53M | Buy |
4,162
+1,622
| +64% | +$580K | 0.01% | 597 |
|
|
2024
Q4 | $871K | Buy |
2,540
+646
| +34% | +$234K | 0.01% | 737 |
|
|
2024
Q3 | $614K | Buy |
+1,894
| New | +$637K | 0.01% | 828 |
|
|
2024
Q1 | – | Sell |
-1,576
| Closed | -$594K | – | 1291 |
|
|
2023
Q4 | $594K | Sell |
1,576
-869
| -36% | -$354K | ﹤0.01% | 1348 |
|
|
2023
Q3 | $1.08M | Buy |
2,445
+908
| +59% | +$378K | 0.01% | 1069 |
|
|
2023
Q2 | $565K | Buy |
1,537
+69
| +5% | +$23.5K | ﹤0.01% | 1325 |
|
|
2023
Q1 | $525K | Sell |
1,468
-237
| -14% | -$88.5K | ﹤0.01% | 1337 |
|
|
2022
Q4 | $578K | Sell |
1,705
-9
| -0.5% | -$3.16K | ﹤0.01% | 1236 |
|
|
2022
Q3 | $520K | Buy |
1,714
+13
| +0.8% | +$5.56K | ﹤0.01% | 1244 |
|
|
2022
Q2 | $797K | Sell |
1,701
-131
| -7% | -$63.9K | 0.01% | 972 |
|
|
2022
Q1 | $999K | Sell |
1,832
-11
| -0.6% | -$6.46K | 0.01% | 920 |
|
|
2021
Q4 | $1.2M | Sell |
1,843
-38
| -2% | -$25.9K | 0.01% | 865 |
|
|
2021
Q3 | $1.37M | Buy |
1,881
+344
| +22% | +$261K | 0.01% | 772 |
|
|
2021
Q2 | $1.11M | Buy |
1,537
+59
| +4% | +$39.7K | 0.01% | 799 |
|
|
2021
Q1 | $912K | Buy |
1,478
+164
| +12% | +$102K | 0.01% | 802 |
|
|
2020
Q4 | $869K | Sell |
1,314
-104
| -7% | -$66.2K | 0.01% | 755 |
|
|
2020
Q3 | $885K | Buy |
1,418
+96
| +7% | +$56.6K | 0.01% | 666 |
|
|
2020
Q2 | $674K | Sell |
1,322
-48
| -4% | -$24.3K | 0.01% | 749 |
|
|
2020
Q1 | $598K | Buy |
+1,370
| New | +$670K | 0.01% | 629 |
|
Other funds holding CHTR
