Institute for Wealth Management’s Charter Communications CHTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $890K | Buy |
2,177
+142
| +7% | +$58K | 0.1% | 211 |
|
|
2025
Q1 | $750K | Buy |
2,035
+444
| +28% | +$164K | 0.1% | 236 |
|
|
2024
Q4 | $545K | Sell |
1,591
-221
| -12% | -$75.7K | 0.07% | 273 |
|
|
2024
Q3 | $587K | Buy |
1,812
+222
| +14% | +$71.9K | 0.07% | 267 |
|
|
2024
Q2 | $475K | Buy |
1,590
+439
| +38% | +$131K | 0.06% | 288 |
|
|
2024
Q1 | $334K | Sell |
1,151
-24
| -2% | -$6.97K | 0.04% | 362 |
|
|
2023
Q4 | $457K | Buy |
1,175
+42
| +4% | +$16.3K | 0.07% | 285 |
|
|
2023
Q3 | $498K | Sell |
1,133
-66
| -6% | -$29K | 0.09% | 256 |
|
|
2023
Q2 | $440K | Buy |
1,199
+29
| +2% | +$10.7K | 0.07% | 281 |
|
|
2023
Q1 | $418K | Buy |
1,170
+10
| +0.9% | +$3.58K | 0.08% | 285 |
|
|
2022
Q4 | $393K | Buy |
1,160
+85
| +8% | +$28.8K | 0.08% | 298 |
|
|
2022
Q3 | $326K | Sell |
1,075
-6
| -0.6% | -$1.82K | 0.07% | 320 |
|
|
2022
Q2 | $506K | Buy |
1,081
+11
| +1% | +$5.15K | 0.1% | 267 |
|
|
2022
Q1 | $584K | Buy |
1,070
+45
| +4% | +$24.6K | 0.09% | 259 |
|
|
2021
Q4 | $668K | Buy |
1,025
+8
| +0.8% | +$5.21K | 0.11% | 227 |
|
|
2021
Q3 | $740K | Hold |
1,017
| – | – | 0.13% | 191 |
|
|
2021
Q2 | $734K | Sell |
1,017
-50
| -5% | -$36.1K | 0.13% | 195 |
|
|
2021
Q1 | $658K | Sell |
1,067
-12
| -1% | -$7.4K | 0.13% | 204 |
|
|
2020
Q4 | $714K | Sell |
1,079
-80
| -7% | -$52.9K | 0.14% | 181 |
|
|
2020
Q3 | $724K | Buy |
1,159
+61
| +6% | +$38.1K | 0.17% | 157 |
|
|
2020
Q2 | $560K | Buy |
1,098
+2
| +0.2% | +$1.02K | 0.14% | 206 |
|
|
2020
Q1 | $478K | Sell |
1,096
-320
| -23% | -$140K | 0.15% | 192 |
|
|
2019
Q4 | $687K | Buy |
1,416
+254
| +22% | +$123K | 0.16% | 195 |
|
|
2019
Q3 | $479K | Sell |
1,162
-13
| -1% | -$5.36K | 0.12% | 243 |
|
|
2019
Q2 | $464K | Buy |
1,175
+120
| +11% | +$47.4K | 0.1% | 268 |
|
|
2019
Q1 | $366K | Buy |
1,055
+104
| +11% | +$36.1K | 0.08% | 295 |
|
|
2018
Q4 | $271K | Buy |
+951
| New | +$271K | 0.11% | 209 |
|