Global Retirement Partners’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 | $228K | Buy |
+558
| New | +$228K | 0.01% | 1019 |
|
|
2024
Q4 | $65.5K | Buy |
191
+1
| +0.5% | +$343 | ﹤0.01% | 1486 |
|
|
2024
Q3 | $61.6K | Buy |
190
+17
| +10% | +$5.51K | ﹤0.01% | 1464 |
|
|
2024
Q2 | $51.7K | Sell |
173
-121
| -41% | -$36.2K | ﹤0.01% | 1521 |
|
|
2024
Q1 | $85.4K | Sell |
294
-23
| -7% | -$6.68K | ﹤0.01% | 1148 |
|
|
2023
Q4 | $117K | Sell |
317
-9
| -3% | -$3.32K | ﹤0.01% | 968 |
|
|
2023
Q3 | $141K | Buy |
326
+10
| +3% | +$4.33K | 0.01% | 805 |
|
|
2023
Q2 | $116K | Sell |
316
-1
| -0.3% | -$367 | 0.01% | 881 |
|
|
2023
Q1 | $113K | Buy |
317
+12
| +4% | +$4.28K | 0.01% | 865 |
|
|
2022
Q4 | $103K | Sell |
305
-10
| -3% | -$3.39K | 0.01% | 802 |
|
|
2022
Q3 | $116K | Sell |
315
-2
| -0.6% | -$737 | 0.01% | 723 |
|
|
2022
Q2 | $149K | Buy |
317
+50
| +19% | +$23.5K | 0.01% | 634 |
|
|
2022
Q1 | $128K | Buy |
+267
| New | +$128K | 0.01% | 676 |
|
|
2021
Q4 | – | Sell |
-183
| Closed | -$133K | – | 486 |
|
|
2021
Q3 | $133K | Buy |
183
+2
| +1% | +$1.45K | 0.01% | 569 |
|
|
2021
Q2 | $131K | Buy |
181
+4
| +2% | +$2.9K | 0.01% | 556 |
|
|
2021
Q1 | $109K | Sell |
177
-57
| -24% | -$35.1K | 0.01% | 547 |
|
|
2020
Q4 | $155K | Sell |
234
-5
| -2% | -$3.31K | 0.02% | 443 |
|
|
2020
Q3 | $149K | Buy |
239
+4
| +2% | +$2.49K | 0.02% | 410 |
|
|
2020
Q2 | $120K | Buy |
235
+18
| +8% | +$9.19K | 0.02% | 448 |
|
|
2020
Q1 | $95K | Hold |
217
| – | – | 0.02% | 440 |
|
|
2019
Q4 | $105K | Buy |
217
+5
| +2% | +$2.42K | 0.02% | 469 |
|
|
2019
Q3 | $87K | Buy |
212
+6
| +3% | +$2.46K | 0.01% | 495 |
|
|
2019
Q2 | $81K | Sell |
206
-96
| -32% | -$37.7K | 0.02% | 498 |
|
|
2019
Q1 | $105K | Buy |
302
+58
| +24% | +$20.2K | 0.03% | 387 |
|
|
2018
Q4 | $70K | Buy |
244
+26
| +12% | +$7.46K | 0.02% | 443 |
|
|
2018
Q3 | $71K | Sell |
218
-57
| -21% | -$18.6K | 0.02% | 482 |
|
|
2018
Q2 | $81K | Hold |
275
| – | – | 0.02% | 425 |
|
|
2018
Q1 | $86K | Hold |
275
| – | – | 0.02% | 404 |
|
|
2017
Q4 | $92K | Buy |
275
+49
| +22% | +$16.4K | 0.03% | 378 |
|
|
2017
Q3 | $82K | Buy |
226
+122
| +117% | +$44.3K | 0.03% | 346 |
|
|
2017
Q2 | $35K | Buy |
104
+41
| +65% | +$13.8K | 0.02% | 479 |
|
|
2017
Q1 | $21K | Hold |
63
| – | – | 0.01% | 538 |
|
|
2016
Q4 | $18K | Buy |
+63
| New | +$18K | 0.01% | 536 |
|