Ritholtz Wealth Management’s Charter Communications CHTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Sell |
3,350
-164
| -5% | -$67.1K | 0.03% | 386 |
|
|
2025
Q1 | $1.3M | Buy |
3,514
+209
| +6% | +$77K | 0.04% | 340 |
|
|
2024
Q4 | $1.13M | Buy |
+3,305
| New | +$1.13M | 0.03% | 332 |
|
|
2023
Q4 | – | Sell |
-845
| Closed | -$372K | – | 763 |
|
|
2023
Q3 | $372K | Buy |
+845
| New | +$372K | 0.02% | 509 |
|
|
2022
Q4 | – | Sell |
-960
| Closed | -$291K | – | 599 |
|
|
2022
Q3 | $291K | Buy |
960
+400
| +71% | +$121K | 0.02% | 547 |
|
|
2022
Q2 | $262K | Buy |
560
+122
| +28% | +$57.1K | 0.02% | 438 |
|
|
2022
Q1 | $239K | Sell |
438
-196
| -31% | -$107K | 0.02% | 463 |
|
|
2021
Q4 | $413K | Sell |
634
-25
| -4% | -$16.3K | 0.03% | 341 |
|
|
2021
Q3 | $479K | Buy |
659
+116
| +21% | +$84.3K | 0.03% | 278 |
|
|
2021
Q2 | $392K | Buy |
543
+106
| +24% | +$76.5K | 0.03% | 306 |
|
|
2021
Q1 | $270K | Sell |
437
-72
| -14% | -$44.5K | 0.02% | 336 |
|
|
2020
Q4 | $337K | Buy |
+509
| New | +$337K | 0.03% | 232 |
|