Creative Planning’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 | $5.57M | Buy |
13,630
+585
| +4% | +$239K | ﹤0.01% | 722 |
|
|
2025
Q1 | $4.81M | Buy |
13,045
+1,313
| +11% | +$484K | ﹤0.01% | 723 |
|
|
2024
Q4 | $4.02M | Buy |
11,732
+751
| +7% | +$257K | ﹤0.01% | 745 |
|
|
2024
Q3 | $3.56M | Buy |
10,981
+161
| +1% | +$52.2K | ﹤0.01% | 785 |
|
|
2024
Q2 | $3.23M | Buy |
10,820
+2,624
| +32% | +$784K | ﹤0.01% | 789 |
|
|
2024
Q1 | $2.38M | Sell |
8,196
-586
| -7% | -$170K | ﹤0.01% | 899 |
|
|
2023
Q4 | $3.41M | Buy |
8,782
+1,009
| +13% | +$392K | 0.01% | 689 |
|
|
2023
Q3 | $3.42M | Buy |
7,773
+626
| +9% | +$275K | ﹤0.01% | 646 |
|
|
2023
Q2 | $2.63M | Buy |
7,147
+681
| +11% | +$250K | ﹤0.01% | 713 |
|
|
2023
Q1 | $2.31M | Sell |
6,466
-53
| -0.8% | -$19K | ﹤0.01% | 725 |
|
|
2022
Q4 | $2.21M | Buy |
6,519
+1,516
| +30% | +$514K | ﹤0.01% | 714 |
|
|
2022
Q3 | $1.52M | Sell |
5,003
-202
| -4% | -$61.3K | ﹤0.01% | 781 |
|
|
2022
Q2 | $2.44M | Buy |
5,205
+460
| +10% | +$216K | ﹤0.01% | 651 |
|
|
2022
Q1 | $2.59M | Sell |
4,745
-285
| -6% | -$156K | ﹤0.01% | 642 |
|
|
2021
Q4 | $3.28M | Sell |
5,030
-430
| -8% | -$280K | 0.01% | 537 |
|
|
2021
Q3 | $3.97M | Sell |
5,460
-207
| -4% | -$151K | 0.01% | 475 |
|
|
2021
Q2 | $4.09M | Sell |
5,667
-19,827
| -78% | -$14.3M | 0.01% | 461 |
|
|
2021
Q1 | $15.7M | Buy |
25,494
+20,228
| +384% | +$12.5M | 0.03% | 205 |
|
|
2020
Q4 | $3.48M | Sell |
5,266
-18
| -0.3% | -$11.9K | 0.01% | 461 |
|
|
2020
Q3 | $3.3M | Buy |
5,284
+729
| +16% | +$455K | 0.01% | 402 |
|
|
2020
Q2 | $2.32M | Sell |
4,555
-61
| -1% | -$31.1K | 0.01% | 443 |
|
|
2020
Q1 | $2.01M | Sell |
4,616
-5
| -0.1% | -$2.18K | 0.01% | 434 |
|
|
2019
Q4 | $2.24M | Buy |
4,621
+283
| +7% | +$137K | 0.01% | 478 |
|
|
2019
Q3 | $1.79M | Sell |
4,338
-1,920
| -31% | -$791K | 0.01% | 527 |
|
|
2019
Q2 | $2.47M | Buy |
6,258
+1,583
| +34% | +$626K | 0.01% | 439 |
|
|
2019
Q1 | $1.62M | Sell |
4,675
-109
| -2% | -$37.8K | 0.01% | 538 |
|
|
2018
Q4 | $1.36M | Sell |
4,784
-50
| -1% | -$14.2K | 0.01% | 534 |
|
|
2018
Q3 | $1.58M | Buy |
4,834
+86
| +2% | +$28K | 0.01% | 554 |
|
|
2018
Q2 | $1.39M | Sell |
4,748
-257
| -5% | -$75.3K | 0.01% | 577 |
|
|
2018
Q1 | $1.56M | Sell |
5,005
-85
| -2% | -$26.5K | 0.01% | 528 |
|
|
2017
Q4 | $1.71M | Sell |
5,090
-326
| -6% | -$110K | 0.01% | 504 |
|
|
2017
Q3 | $1.97M | Buy |
5,416
+1,066
| +25% | +$387K | 0.01% | 465 |
|
|
2017
Q2 | $1.47M | Sell |
4,350
-282
| -6% | -$95K | 0.01% | 533 |
|
|
2017
Q1 | $1.52M | Buy |
4,632
+358
| +8% | +$117K | 0.01% | 519 |
|
|
2016
Q4 | $1.23M | Buy |
4,274
+328
| +8% | +$94.5K | 0.01% | 549 |
|
|
2016
Q3 | $1.07M | Sell |
3,946
-55
| -1% | -$14.8K | 0.01% | 573 |
|
|
2016
Q2 | $915K | Buy |
4,001
+3,970
| +12,806% | +$908K | 0.01% | 548 |
|
|
2016
Q1 | $6K | Hold |
31
| – | – | ﹤0.01% | 3431 |
|
|
2015
Q4 | $6K | Buy |
+31
| New | +$6K | ﹤0.01% | 3514 |
|
|
2014
Q2 | – | Sell |
-500
| Closed | -$62K | – | 3656 |
|
|
2014
Q1 | $62K | Buy |
+500
| New | +$62K | ﹤0.01% | 1658 |
|