Clearstead Advisors’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
Q3 | $830K | Buy |
|
|||||
|
2025
Q2 | $977K | Buy |
|
|||||
|
2025
Q1 | $635K | Buy |
|
|||||
|
2024
Q4 | $589K | Sell |
|
|||||
|
2024
Q3 | $765K | Sell |
|
|||||
|
2024
Q2 | $726K | Buy |
|
|||||
|
2024
Q1 | $660K | Buy |
|
|||||
|
2023
Q4 | $802K | Sell |
|
|||||
|
2023
Q3 | $1.86M | Buy |
|
|||||
|
2023
Q2 | $594K | Buy |
|
|||||
|
2023
Q1 | $170K | Sell |
|
|||||
|
2022
Q4 | $178K | Hold |
|
|||||
|
2022
Q3 | $160K | Sell |
|
|||||
|
2022
Q2 | $289K | Buy |
|
|||||
|
2022
Q1 | $333K | Buy |
|
|||||
|
2021
Q4 | $237K | Sell |
|
|||||
|
2021
Q3 | $332K | Buy |
|
|||||
|
2021
Q2 | $268K | Buy |
|
|||||
|
2021
Q1 | $229K | Buy |
|
|||||
|
2020
Q4 | $239K | Hold |
|
|||||
|
2020
Q3 | $225K | Hold |
|
|||||
|
2020
Q2 | $184K | Hold |
|
|||||
|
2020
Q1 | $158K | Buy |
|
|||||
|
2017
Q4 | – | Sell |
|
|||||
|
2017
Q3 | $230K | Sell |
|
|||||
|
2017
Q2 | $215K | Sell |
|
|||||
|
2017
Q1 | $217K | Buy |
|