Ameritas Advisory Services’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	-472	Closed	-$130K	–	1121
2025 Q3	$130K	Buy	472 +404	+594%	+$122K	0.01%	750
2025 Q2	$27.8K	Buy	+68	New	+$26K	﹤0.01%	1593
2024 Q2	–	Sell	-3,420	Closed	-$897K	–	901
2024 Q1	$897K	Sell	3,420 -549	-14%	-$176K	0.04%	403
2023 Q4	$1.19M	Buy	3,969 +354	+10%	+$144K	0.07%	248
2023 Q3	$1.62M	Buy	3,615 +2,949	+443%	+$1.23M	0.08%	239
2023 Q2	$248K	Buy	666 +86	+15%	+$29.3K	0.03%	462
2023 Q1	$207K	Sell	580 -386	-40%	-$144K	0.01%	761
2022 Q4	$328K	Buy	+966	New	+$339K	0.02%	688
2022 Q3	–	Sell	-566	Closed	-$265K	–	768
2022 Q2	$265K	Sell	566 -17	-3%	-$8.29K	0.02%	658
2022 Q1	$318K	Hold	583	–	–	0.01%	647
2021 Q4	$380K	Buy	+583	New	+$397K	0.01%	578