Plante Moran Financial 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 | $32.3K | Hold |
79
| – | – | ﹤0.01% | 406 |
|
|
2025
Q1 | $29.1K | Hold |
79
| – | – | ﹤0.01% | 427 |
|
|
2024
Q4 | $27.1K | Hold |
79
| – | – | ﹤0.01% | 437 |
|
|
2024
Q3 | $25.6K | Hold |
79
| – | – | ﹤0.01% | 488 |
|
|
2024
Q2 | $23.6K | Buy |
79
+40
| +103% | +$12K | ﹤0.01% | 455 |
|
|
2024
Q1 | $11.3K | Hold |
39
| – | – | ﹤0.01% | 589 |
|
|
2023
Q4 | $15.2K | Hold |
39
| – | – | ﹤0.01% | 498 |
|
|
2023
Q3 | $17.2K | Hold |
39
| – | – | ﹤0.01% | 454 |
|
|
2023
Q2 | $14.3K | Hold |
39
| – | – | ﹤0.01% | 504 |
|
|
2023
Q1 | $13.9K | Hold |
39
| – | – | ﹤0.01% | 515 |
|
|
2022
Q4 | $13.2K | Hold |
39
| – | – | ﹤0.01% | 535 |
|
|
2022
Q3 | $12K | Hold |
39
| – | – | ﹤0.01% | 551 |
|
|
2022
Q2 | $18K | Hold |
39
| – | – | ﹤0.01% | 482 |
|
|
2022
Q1 | $21K | Sell |
39
-37
| -49% | -$19.9K | ﹤0.01% | 487 |
|
|
2021
Q4 | $50K | Buy |
76
+37
| +95% | +$24.3K | 0.01% | 360 |
|
|
2021
Q3 | $28K | Hold |
39
| – | – | 0.01% | 485 |
|
|
2021
Q2 | $28K | Hold |
39
| – | – | 0.01% | 487 |
|
|
2021
Q1 | $24K | Hold |
39
| – | – | 0.01% | 509 |
|
|
2020
Q4 | $26K | Sell |
39
-12
| -24% | -$8K | 0.01% | 470 |
|
|
2020
Q3 | $32K | Hold |
51
| – | – | 0.01% | 394 |
|
|
2020
Q2 | $26K | Sell |
51
-25
| -33% | -$12.7K | 0.01% | 382 |
|
|
2020
Q1 | $33K | Buy |
76
+8
| +12% | +$3.47K | 0.02% | 320 |
|
|
2019
Q4 | $33K | Buy |
68
+19
| +39% | +$9.22K | 0.01% | 382 |
|
|
2019
Q3 | $20K | Hold |
49
| – | – | 0.01% | 492 |
|
|
2019
Q2 | $19K | Hold |
49
| – | – | 0.01% | 482 |
|
|
2019
Q1 | $17K | Sell |
49
-24
| -33% | -$8.33K | 0.01% | 492 |
|
|
2018
Q4 | $21K | Hold |
73
| – | – | 0.01% | 424 |
|
|
2018
Q3 | $24K | Buy |
73
+31
| +74% | +$10.2K | 0.01% | 414 |
|
|
2018
Q2 | $12K | Sell |
42
-6
| -13% | -$1.71K | 0.01% | 520 |
|
|
2018
Q1 | $15K | Hold |
48
| – | – | 0.01% | 543 |
|
|
2017
Q4 | $16K | Sell |
48
-9
| -16% | -$3K | 0.01% | 528 |
|
|
2017
Q3 | $21K | Buy |
57
+3
| +6% | +$1.11K | 0.01% | 453 |
|
|
2017
Q2 | $18K | Buy |
54
+2
| +4% | +$667 | 0.01% | 481 |
|
|
2017
Q1 | $17K | Hold |
52
| – | – | 0.01% | 501 |
|
|
2016
Q4 | $15K | Hold |
52
| – | – | 0.01% | 519 |
|
|
2016
Q3 | $14K | Buy |
52
+9
| +21% | +$2.42K | 0.01% | 539 |
|
|
2016
Q2 | $10K | Buy |
+43
| New | +$10K | 0.01% | 526 |
|
|
2015
Q4 | – | Sell |
-31
| Closed | -$5K | – | 955 |
|
|
2015
Q3 | $5K | Buy |
+31
| New | +$5K | ﹤0.01% | 575 |
|