Beacon Pointe Advisors’s Charter Communications CHTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $431K | Sell |
1,055
-94
| -8% | -$38.4K | ﹤0.01% | 911 |
|
|
2025
Q1 | $423K | Buy |
1,149
+4
| +0.3% | +$1.47K | ﹤0.01% | 883 |
|
|
2024
Q4 | $392K | Sell |
1,145
-37
| -3% | -$12.7K | ﹤0.01% | 896 |
|
|
2024
Q3 | $383K | Sell |
1,182
-10
| -0.8% | -$3.24K | ﹤0.01% | 934 |
|
|
2024
Q2 | $356K | Sell |
1,192
-234
| -16% | -$70K | ﹤0.01% | 985 |
|
|
2024
Q1 | $414K | Buy |
1,426
+12
| +0.8% | +$3.49K | ﹤0.01% | 978 |
|
|
2023
Q4 | $550K | Sell |
1,414
-166
| -11% | -$64.5K | 0.01% | 854 |
|
|
2023
Q3 | $695K | Buy |
1,580
+441
| +39% | +$194K | 0.01% | 743 |
|
|
2023
Q2 | $418K | Sell |
1,139
-124
| -10% | -$45.6K | 0.01% | 768 |
|
|
2023
Q1 | $452K | Buy |
1,263
+54
| +4% | +$19.3K | 0.01% | 796 |
|
|
2022
Q4 | $410K | Buy |
1,209
+116
| +11% | +$39.3K | 0.01% | 758 |
|
|
2022
Q3 | $333K | Sell |
1,093
-616
| -36% | -$188K | 0.01% | 767 |
|
|
2022
Q2 | $794K | Sell |
1,709
-292
| -15% | -$136K | 0.02% | 527 |
|
|
2022
Q1 | $1.09M | Buy |
2,001
+473
| +31% | +$258K | 0.02% | 592 |
|
|
2021
Q4 | $996K | Sell |
1,528
-238
| -13% | -$155K | 0.03% | 380 |
|
|
2021
Q3 | $1.29M | Buy |
1,766
+594
| +51% | +$432K | 0.03% | 371 |
|
|
2021
Q2 | $845K | Buy |
1,172
+714
| +156% | +$515K | 0.03% | 371 |
|
|
2021
Q1 | $281K | Buy |
458
+96
| +27% | +$58.9K | 0.02% | 397 |
|
|
2020
Q4 | $242K | Buy |
+362
| New | +$242K | 0.02% | 420 |
|