Avantax Planning Partners’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 | – | Sell |
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|
2025
Q1 | $6.04M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $242K | Buy |
|
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $109K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $120K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $415K | Buy |
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|
2017
Q2 | $374K | Sell |
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|
2017
Q1 | $383K | Sell |
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|
2016
Q4 | $373K | Buy |
|