Ameritas Advisory Services’s Charter Communications CHTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.8K | Buy |
+68
| New | +$27.8K | ﹤0.01% | 1593 |
|
|
2024
Q2 | – | Sell |
-3,420
| Closed | -$897K | – | 901 |
|
|
2024
Q1 | $897K | Sell |
3,420
-549
| -14% | -$144K | 0.04% | 403 |
|
|
2023
Q4 | $1.19M | Buy |
3,969
+354
| +10% | +$106K | 0.07% | 248 |
|
|
2023
Q3 | $1.62M | Buy |
3,615
+2,949
| +443% | +$1.32M | 0.08% | 239 |
|
|
2023
Q2 | $248K | Buy |
666
+86
| +15% | +$32K | 0.03% | 462 |
|
|
2023
Q1 | $207K | Sell |
580
-386
| -40% | -$138K | 0.01% | 761 |
|
|
2022
Q4 | $328K | Buy |
+966
| New | +$328K | 0.02% | 688 |
|
|
2022
Q3 | – | Sell |
-566
| Closed | -$265K | – | 768 |
|
|
2022
Q2 | $265K | Sell |
566
-17
| -3% | -$7.96K | 0.02% | 658 |
|
|
2022
Q1 | $318K | Hold |
583
| – | – | 0.01% | 647 |
|
|
2021
Q4 | $380K | Buy |
+583
| New | +$380K | 0.01% | 578 |
|