Savant Capital’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
$810K Hold
1,982
0.01% 891
2025
Q1
$731K Buy
1,982
+10
+0.5% +$3.69K 0.01% 860
2024
Q4
$676K Buy
1,972
+167
+9% +$57.3K 0.01% 786
2024
Q3
$585K Sell
1,805
-54
-3% -$17.5K ﹤0.01% 807
2024
Q2
$556K Buy
1,859
+31
+2% +$9.27K 0.01% 752
2024
Q1
$531K Sell
1,828
-1,374
-43% -$399K 0.01% 710
2023
Q4
$1.24M Buy
3,202
+1,220
+62% +$474K 0.02% 373
2023
Q3
$872K Buy
1,982
+182
+10% +$80K 0.01% 415
2023
Q2
$661K Buy
1,800
+799
+80% +$294K 0.01% 460
2023
Q1
$358K Buy
1,001
+4
+0.4% +$1.43K 0.01% 551
2022
Q4
$338K Buy
997
+101
+11% +$34.2K 0.01% 433
2022
Q3
$272K Sell
896
-191
-18% -$58K 0.01% 445
2022
Q2
$509K Buy
1,087
+89
+9% +$41.7K 0.02% 341
2022
Q1
$544K Buy
998
+66
+7% +$36K 0.02% 342
2021
Q4
$608K Sell
932
-61
-6% -$39.8K 0.02% 323
2021
Q3
$722K Buy
993
+14
+1% +$10.2K 0.03% 258
2021
Q2
$706K Buy
979
+4
+0.4% +$2.89K 0.03% 251
2021
Q1
$602K Sell
975
-7
-0.7% -$4.32K 0.03% 255
2020
Q4
$650K Buy
982
+26
+3% +$17.2K 0.04% 232
2020
Q3
$597K Sell
956
-24
-2% -$15K 0.04% 229
2020
Q2
$500K Buy
980
+6
+0.6% +$3.06K 0.04% 242
2020
Q1
$425K Buy
974
+61
+7% +$26.6K 0.04% 246
2019
Q4
$443K Buy
913
+52
+6% +$25.2K 0.05% 223
2019
Q3
$355K Buy
861
+7
+0.8% +$2.89K 0.05% 236
2019
Q2
$337K Buy
+854
New +$337K 0.05% 246