Avantax 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 | $846K | Buy |
2,070
+686
| +50% | +$280K | ﹤0.01% | 1267 |
|
|
2025
Q1 | $510K | Buy |
1,384
+301
| +28% | +$111K | ﹤0.01% | 1488 |
|
|
2024
Q4 | $371K | Buy |
1,083
+289
| +36% | +$99.1K | ﹤0.01% | 1639 |
|
|
2024
Q3 | $257K | Sell |
794
-769
| -49% | -$249K | ﹤0.01% | 1865 |
|
|
2024
Q2 | $467K | Buy |
+1,563
| New | +$467K | ﹤0.01% | 1409 |
|
|
2022
Q2 | – | Sell |
-455
| Closed | -$248K | – | 1317 |
|
|
2022
Q1 | $248K | Sell |
455
-8
| -2% | -$4.36K | ﹤0.01% | 1095 |
|
|
2021
Q4 | $302K | Sell |
463
-57
| -11% | -$37.2K | ﹤0.01% | 974 |
|
|
2021
Q3 | $375K | Sell |
520
-17
| -3% | -$12.3K | 0.01% | 826 |
|
|
2021
Q2 | $387K | Buy |
537
+1
| +0.2% | +$721 | 0.01% | 793 |
|
|
2021
Q1 | $333K | Buy |
536
+93
| +21% | +$57.8K | 0.01% | 766 |
|
|
2020
Q4 | $294K | Sell |
443
-297
| -40% | -$197K | 0.01% | 730 |
|
|
2020
Q3 | $460K | Buy |
+740
| New | +$460K | 0.01% | 828 |
|