OneDigital Investment 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 | $359K | Buy |
878
+85
| +11% | +$34.7K | ﹤0.01% | 1059 |
|
|
2025
Q1 | $292K | Buy |
+793
| New | +$292K | ﹤0.01% | 1123 |
|
|
2023
Q2 | – | Sell |
-1,345
| Closed | -$481K | – | 1019 |
|
|
2023
Q1 | $481K | Buy |
+1,345
| New | +$481K | 0.01% | 638 |
|
|
2018
Q4 | – | Sell |
-40
| Closed | -$13K | – | 1129 |
|
|
2018
Q3 | $13K | Hold |
40
| – | – | ﹤0.01% | 770 |
|
|
2018
Q2 | $12K | Hold |
40
| – | – | ﹤0.01% | 985 |
|
|
2018
Q1 | $12K | Sell |
40
-223
| -85% | -$66.9K | ﹤0.01% | 979 |
|
|
2017
Q4 | $88K | Buy |
+263
| New | +$88K | 0.01% | 373 |
|
|
2017
Q3 | – | Sell |
-40
| Closed | -$13K | – | 1056 |
|
|
2017
Q2 | $13K | Buy |
+40
| New | +$13K | ﹤0.01% | 879 |
|