Global Financial Private Client’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 | – | Sell |
-77
| Closed | -$28.4K | – | 470 |
|
2025
Q1 | $28.4K | Buy |
77
+8
| +12% | +$2.95K | 0.01% | 398 |
|
2024
Q4 | $23.7K | Buy |
69
+3
| +5% | +$1.03K | 0.01% | 405 |
|
2024
Q3 | $21.4K | Buy |
66
+20
| +43% | +$6.48K | 0.01% | 420 |
|
2024
Q2 | $13.8K | Hold |
46
| – | – | 0.01% | 416 |
|
2024
Q1 | $13.1K | Hold |
46
| – | – | 0.01% | 434 |
|
2023
Q4 | $17.9K | Hold |
46
| – | – | 0.01% | 401 |
|
2023
Q3 | $20.2K | Hold |
46
| – | – | 0.01% | 374 |
|
2023
Q2 | $16.9K | Hold |
46
| – | – | 0.01% | 384 |
|
2023
Q1 | $16.4K | Hold |
46
| – | – | 0.01% | 389 |
|
2022
Q4 | $15.6K | Hold |
46
| – | – | 0.01% | 373 |
|
2022
Q3 | $14.7K | Hold |
46
| – | – | 0.01% | 377 |
|
2022
Q2 | $22.1K | Hold |
46
| – | – | 0.01% | 335 |
|
2022
Q1 | $25.8K | Hold |
46
| – | – | 0.01% | 328 |
|
2021
Q4 | $30K | Hold |
46
| – | – | 0.01% | 310 |
|
2021
Q3 | $34K | Buy |
46
+7
| +18% | +$5.17K | 0.02% | 271 |
|
2021
Q2 | $28.2K | Hold |
39
| – | – | 0.02% | 293 |
|
2021
Q1 | $23.7K | Hold |
39
| – | – | 0.02% | 267 |
|
2020
Q4 | $25.8K | Buy |
39
+3
| +8% | +$1.99K | 0.02% | 246 |
|
2020
Q3 | $22.9K | Hold |
36
| – | – | 0.02% | 250 |
|
2020
Q2 | $18.8K | Hold |
36
| – | – | 0.02% | 300 |
|
2020
Q1 | $15.3K | Hold |
36
| – | – | 0.02% | 323 |
|
2019
Q4 | $17.5K | Buy |
+36
| New | +$17.5K | 0.01% | 341 |
|