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 |
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|
2025
Q1 | $510K | Buy |
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|
2024
Q4 | $371K | Buy |
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|
2024
Q3 | $257K | Sell |
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|
2024
Q2 | $467K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $248K | Sell |
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|
2021
Q4 | $302K | Sell |
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|
2021
Q3 | $375K | Sell |
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|
2021
Q2 | $387K | Buy |
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|
2021
Q1 | $333K | Buy |
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|
2020
Q4 | $294K | Sell |
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|
2020
Q3 | $460K | Buy |
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