Doliver Advisors’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 | $1.07M | Buy |
2,613
+592
| +29% | +$242K | 0.29% | 65 |
|
|
2025
Q1 | $745K | Sell |
2,021
-138
| -6% | -$50.9K | 0.21% | 74 |
|
|
2024
Q4 | $740K | Buy |
+2,159
| New | +$740K | 0.21% | 71 |
|
|
2024
Q1 | – | Sell |
-4,816
| Closed | -$1.87M | – | 141 |
|
|
2023
Q4 | $1.87M | Sell |
4,816
-350
| -7% | -$136K | 0.57% | 24 |
|
|
2023
Q3 | $2.27M | Sell |
5,166
-107
| -2% | -$47.1K | 0.68% | 17 |
|
|
2023
Q2 | $1.94M | Buy |
5,273
+54
| +1% | +$19.8K | 0.59% | 21 |
|
|
2023
Q1 | $1.87M | Sell |
5,219
-662
| -11% | -$237K | 0.59% | 20 |
|
|
2022
Q4 | $1.99M | Sell |
5,881
-178
| -3% | -$60.4K | 0.66% | 20 |
|
|
2022
Q3 | $1.84M | Buy |
6,059
+50
| +0.8% | +$15.2K | 0.68% | 20 |
|
|
2022
Q2 | $2.82M | Buy |
6,009
+1,172
| +24% | +$549K | 1% | 12 |
|
|
2022
Q1 | $2.64M | Sell |
4,837
-41
| -0.8% | -$22.4K | 0.83% | 17 |
|
|
2021
Q4 | $2.97M | Buy |
4,878
+1,322
| +37% | +$805K | 0.93% | 11 |
|
|
2021
Q3 | $2.59M | Buy |
3,556
+14
| +0.4% | +$10.2K | 0.87% | 15 |
|
|
2021
Q2 | $2.56M | Sell |
3,542
-50
| -1% | -$36.1K | 0.85% | 19 |
|
|
2021
Q1 | $2.22M | Buy |
3,592
+213
| +6% | +$131K | 0.82% | 19 |
|
|
2020
Q4 | $2.24M | Buy |
3,379
+971
| +40% | +$642K | 0.99% | 16 |
|
|
2020
Q3 | $1.5M | Sell |
2,408
-1,680
| -41% | -$1.05M | 0.76% | 20 |
|
|
2020
Q2 | $2.09M | Buy |
4,088
+104
| +3% | +$53K | 0.93% | 17 |
|
|
2020
Q1 | $2.03M | Buy |
3,984
+220
| +6% | +$112K | 1% | 18 |
|
|
2019
Q4 | $1.83M | Sell |
3,764
-191
| -5% | -$92.7K | 0.72% | 20 |
|
|
2019
Q3 | $1.71M | Buy |
3,955
+57
| +1% | +$24.7K | 0.69% | 19 |
|
|
2019
Q2 | $1.54M | Buy |
3,898
+1,007
| +35% | +$398K | 0.61% | 21 |
|
|
2019
Q1 | $1M | Buy |
2,891
+899
| +45% | +$312K | 0.41% | 28 |
|
|
2018
Q4 | $568K | Buy |
+1,992
| New | +$568K | 0.28% | 48 |
|