Creative Planning’s Charter Communications CHTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.88M | Buy |
27,232
+4,707
| +21% | +$1.02M | ﹤0.01% | 1071 |
|
|
2025
Q4 | $4.7M | Buy |
22,525
+8,296
| +58% | +$1.87M | ﹤0.01% | 1049 |
|
|
2025
Q3 | $3.91M | Buy |
14,229
+599
| +4% | +$181K | ﹤0.01% | 1022 |
|
|
2025
Q2 | $5.57M | Buy |
13,630
+585
| +4% | +$224K | ﹤0.01% | 723 |
|
|
2025
Q1 | $4.81M | Buy |
13,045
+1,313
| +11% | +$470K | ﹤0.01% | 724 |
|
|
2024
Q4 | $4.02M | Buy |
11,732
+751
| +7% | +$272K | ﹤0.01% | 746 |
|
|
2024
Q3 | $3.56M | Buy |
10,981
+161
| +1% | +$54.2K | ﹤0.01% | 785 |
|
|
2024
Q2 | $3.23M | Buy |
10,820
+2,624
| +32% | +$716K | ﹤0.01% | 791 |
|
|
2024
Q1 | $2.38M | Sell |
8,196
-586
| -7% | -$188K | ﹤0.01% | 900 |
|
|
2023
Q4 | $3.41M | Buy |
8,782
+1,009
| +13% | +$411K | 0.01% | 690 |
|
|
2023
Q3 | $3.42M | Buy |
7,773
+626
| +9% | +$260K | ﹤0.01% | 646 |
|
|
2023
Q2 | $2.63M | Buy |
7,147
+681
| +11% | +$232K | ﹤0.01% | 714 |
|
|
2023
Q1 | $2.31M | Sell |
6,466
-53
| -0.8% | -$19.8K | ﹤0.01% | 729 |
|
|
2022
Q4 | $2.21M | Buy |
6,519
+1,516
| +30% | +$533K | ﹤0.01% | 716 |
|
|
2022
Q3 | $1.52M | Sell |
5,003
-202
| -4% | -$86.4K | ﹤0.01% | 783 |
|
|
2022
Q2 | $2.44M | Buy |
5,205
+460
| +10% | +$224K | ﹤0.01% | 652 |
|
|
2022
Q1 | $2.59M | Sell |
4,745
-285
| -6% | -$167K | ﹤0.01% | 642 |
|
|
2021
Q4 | $3.28M | Sell |
5,030
-430
| -8% | -$293K | 0.01% | 537 |
|
|
2021
Q3 | $3.97M | Sell |
5,460
-207
| -4% | -$157K | 0.01% | 475 |
|
|
2021
Q2 | $4.09M | Sell |
5,667
-19,827
| -78% | -$13.3M | 0.01% | 461 |
|
|
2021
Q1 | $15.7M | Buy |
25,494
+20,228
| +384% | +$12.6M | 0.03% | 207 |
|
|
2020
Q4 | $3.48M | Sell |
5,266
-18
| -0.3% | -$11.5K | 0.01% | 468 |
|
|
2020
Q3 | $3.3M | Buy |
5,284
+729
| +16% | +$430K | 0.01% | 408 |
|
|
2020
Q2 | $2.32M | Sell |
4,555
-61
| -1% | -$30.9K | 0.01% | 450 |
|
|
2020
Q1 | $2.01M | Sell |
4,616
-5
| -0.1% | -$2.44K | 0.01% | 437 |
|
|
2019
Q4 | $2.24M | Buy |
4,621
+283
| +7% | +$130K | 0.01% | 480 |
|
|
2019
Q3 | $1.79M | Sell |
4,338
-1,920
| -31% | -$775K | 0.01% | 529 |
|
|
2019
Q2 | $2.47M | Buy |
6,258
+1,583
| +34% | +$593K | 0.01% | 441 |
|
|
2019
Q1 | $1.62M | Sell |
4,675
-109
| -2% | -$35.9K | 0.01% | 541 |
|
|
2018
Q4 | $1.36M | Sell |
4,784
-50
| -1% | -$15.7K | 0.01% | 538 |
|
|
2018
Q3 | $1.57M | Buy |
4,834
+86
| +2% | +$26.3K | 0.01% | 557 |
|
|
2018
Q2 | $1.39M | Sell |
4,748
-257
| -5% | -$73.8K | 0.01% | 581 |
|
|
2018
Q1 | $1.56M | Sell |
5,005
-85
| -2% | -$29.9K | 0.01% | 533 |
|
|
2017
Q4 | $1.71M | Sell |
5,090
-326
| -6% | -$111K | 0.01% | 508 |
|
|
2017
Q3 | $1.97M | Buy |
5,416
+1,066
| +25% | +$397K | 0.01% | 466 |
|
|
2017
Q2 | $1.47M | Sell |
4,350
-282
| -6% | -$94.1K | 0.01% | 536 |
|
|
2017
Q1 | $1.52M | Buy |
4,632
+358
| +8% | +$114K | 0.01% | 522 |
|
|
2016
Q4 | $1.23M | Buy |
4,274
+328
| +8% | +$88.3K | 0.01% | 550 |
|
|
2016
Q3 | $1.06M | Sell |
3,946
-55
| -1% | -$13.9K | 0.01% | 575 |
|
|
2016
Q2 | $915K | Buy |
4,001
+3,970
| +12,806% | +$853K | 0.01% | 548 |
|
|
2016
Q1 | $6K | Hold |
31
| – | – | ﹤0.01% | 3481 |
|
|
2015
Q4 | $6K | Buy |
+31
| New | +$5.74K | ﹤0.01% | 3573 |
|
|
2014
Q2 | – | Sell |
-500
| Closed | -$62K | – | 3790 |
|
|
2014
Q1 | $62K | Buy |
+500
| New | +$65.5K | ﹤0.01% | 1665 |
|
Other funds holding CHTR
VCM
VPM
