Mount Yale Investment Advisors’s Charter Communications CHTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $86.3K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $300K | Sell |
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|
2021
Q2 | $1.09M | Sell |
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|
2021
Q1 | $965K | Buy |
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|
2020
Q4 | $778K | Hold |
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|
2020
Q3 | $734K | Sell |
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|
2020
Q2 | $687K | Hold |
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|
2020
Q1 | $587K | Sell |
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|
2019
Q4 | $758K | Sell |
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|
2019
Q3 | $789K | Sell |
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|
2019
Q2 | $750K | Sell |
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|
2019
Q1 | $729K | Sell |
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|
2018
Q4 | $1.04M | Sell |
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|
2018
Q3 | $1.04M | Sell |
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|
2018
Q2 | $939K | Sell |
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|
2018
Q1 | $1.01M | Buy |
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