Aptus Capital Advisors’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 | $288K | Sell |
704
-2,120
| -75% | -$867K | ﹤0.01% | 825 |
|
|
2025
Q1 | $1.04M | Buy |
2,824
+1,627
| +136% | +$600K | 0.01% | 494 |
|
|
2024
Q4 | $410K | Buy |
1,197
+66
| +6% | +$22.6K | ﹤0.01% | 687 |
|
|
2024
Q3 | $367K | Buy |
1,131
+433
| +62% | +$140K | 0.01% | 615 |
|
|
2024
Q2 | $209K | Buy |
+698
| New | +$209K | ﹤0.01% | 723 |
|
|
2024
Q1 | – | Sell |
-555
| Closed | -$216K | – | 1165 |
|
|
2023
Q4 | $216K | Sell |
555
-156
| -22% | -$60.6K | 0.01% | 531 |
|
|
2023
Q3 | $313K | Buy |
+711
| New | +$313K | 0.01% | 459 |
|