NewEdge 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 | $454K | Buy |
1,111
+425
| +62% | +$174K | ﹤0.01% | 1749 |
|
|
2025
Q1 | $253K | Sell |
686
-25
| -4% | -$9.21K | ﹤0.01% | 1991 |
|
|
2024
Q4 | $244K | Sell |
711
-987
| -58% | -$338K | ﹤0.01% | 1986 |
|
|
2024
Q3 | $550K | Sell |
1,698
-51
| -3% | -$16.5K | ﹤0.01% | 1424 |
|
|
2024
Q2 | $523K | Sell |
1,749
-156
| -8% | -$46.6K | ﹤0.01% | 1399 |
|
|
2024
Q1 | $554K | Sell |
1,905
-1,308
| -41% | -$380K | ﹤0.01% | 1293 |
|
|
2023
Q4 | $1.24M | Sell |
3,213
-378
| -11% | -$146K | 0.01% | 844 |
|
|
2023
Q3 | $1.58M | Sell |
3,591
-427
| -11% | -$188K | 0.02% | 674 |
|
|
2023
Q2 | $1.48M | Sell |
4,018
-2,684
| -40% | -$986K | 0.02% | 704 |
|
|
2023
Q1 | $2.4M | Buy |
6,702
+3,270
| +95% | +$1.17M | 0.03% | 477 |
|
|
2022
Q4 | $80.8K | Sell |
3,432
-175
| -5% | -$4.12K | ﹤0.01% | 1523 |
|
|
2022
Q3 | $1.09M | Buy |
+3,607
| New | +$1.09M | 0.02% | 620 |
|
|
2022
Q1 | – | Sell |
-1,211
| Closed | -$790K | – | 1222 |
|
|
2021
Q4 | $790K | Buy |
+1,211
| New | +$790K | 0.01% | 851 |
|
|
2021
Q1 | – | Sell |
-360
| Closed | -$238K | – | 1039 |
|
|
2020
Q4 | $238K | Buy |
360
+20
| +6% | +$13.2K | 0.01% | 828 |
|
|
2020
Q3 | $212K | Buy |
+340
| New | +$212K | 0.01% | 809 |
|
|
2020
Q2 | – | Sell |
-962
| Closed | -$420K | – | 871 |
|
|
2020
Q1 | $420K | Buy |
+962
| New | +$420K | 0.02% | 502 |
|
|
2019
Q4 | – | Sell |
-1,056
| Closed | -$436K | – | 823 |
|
|
2019
Q3 | $436K | Buy |
+1,056
| New | +$436K | 0.02% | 541 |
|