Avantax 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
Q2
$846K Buy
2,070
+686
+50% +$263K ﹤0.01% 1267
2025
Q1
$510K Buy
1,384
+301
+28% +$108K ﹤0.01% 1488
2024
Q4
$371K Buy
1,083
+289
+36% +$104K ﹤0.01% 1639
2024
Q3
$257K Sell
794
-769
-49% -$259K ﹤0.01% 1865
2024
Q2
$467K Buy
+1,563
New +$427K ﹤0.01% 1409
2022
Q2
Sell
-455
Closed -$248K 1317
2022
Q1
$248K Sell
455
-8
-2% -$4.7K ﹤0.01% 1095
2021
Q4
$302K Sell
463
-57
-11% -$38.8K ﹤0.01% 974
2021
Q3
$375K Sell
520
-17
-3% -$12.9K 0.01% 826
2021
Q2
$387K Buy
537
+1
+0.2% +$673 0.01% 793
2021
Q1
$333K Buy
536
+93
+21% +$58.1K 0.01% 766
2020
Q4
$294K Sell
443
-297
-40% -$189K 0.01% 730
2020
Q3
$460K Buy
+740
New +$437K 0.01% 828

Other funds holding CHTR

Avantax Advisory Services's CHTR Position: Q2 2025 in Review

Avantax Advisory Services increased its Charter Communications (CHTR) stake by 50% in Q2 2025, buying an estimated $263K and bringing the position to 2,070 shares worth $846K. The position accounts for ﹤0.01% of the portfolio, ranked #1267.

Avantax Advisory Services first reported a position in CHTR in Q3 2020 and has held it in 12 quarters since. 887 funds tracked by Wall St. Rank hold CHTR as of Q2 2025.

  • Avantax Advisory Services held 2,070 shares of Charter Communications worth $846K as of Q2 2025.
  • Avantax Advisory Services bought 686 Charter Communications shares in Q2 2025, an estimated $263K.
  • Charter Communications made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1267 holding.
  • Avantax Advisory Services first reported a position in Charter Communications in Q3 2020 and has held it in 12 quarters since.
  • 887 funds tracked by Wall St. Rank held Charter Communications as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.