United Capital 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 | $1.56M | Buy |
3,809
+8
| +0.2% | +$3.27K | 0.01% | 492 |
|
|
2025
Q1 | $1.4M | Buy |
3,801
+150
| +4% | +$55.3K | 0.01% | 492 |
|
|
2024
Q4 | $1.25M | Buy |
3,651
+104
| +3% | +$35.6K | 0.01% | 504 |
|
|
2024
Q3 | $1.15M | Buy |
3,547
+535
| +18% | +$173K | 0.01% | 511 |
|
|
2024
Q2 | $900K | Buy |
3,012
+572
| +23% | +$171K | 0.01% | 546 |
|
|
2024
Q1 | $709K | Sell |
2,440
-1,115
| -31% | -$324K | 0.01% | 639 |
|
|
2023
Q4 | $1.38M | Buy |
3,555
+2,230
| +168% | +$867K | 0.01% | 490 |
|
|
2023
Q3 | $583K | Sell |
1,325
-201
| -13% | -$88.4K | ﹤0.01% | 614 |
|
|
2023
Q2 | $561K | Sell |
1,526
-84
| -5% | -$30.9K | ﹤0.01% | 666 |
|
|
2023
Q1 | $576K | Sell |
1,610
-55
| -3% | -$19.7K | ﹤0.01% | 698 |
|
|
2022
Q4 | $565K | Sell |
1,665
-477
| -22% | -$162K | ﹤0.01% | 735 |
|
|
2022
Q3 | $650K | Sell |
2,142
-605
| -22% | -$184K | ﹤0.01% | 701 |
|
|
2022
Q2 | $1.29M | Sell |
2,747
-325
| -11% | -$152K | 0.01% | 585 |
|
|
2022
Q1 | $1.68M | Buy |
3,072
+540
| +21% | +$295K | 0.01% | 551 |
|
|
2021
Q4 | $1.65M | Buy |
2,532
+110
| +5% | +$71.7K | 0.01% | 571 |
|
|
2021
Q3 | $1.76M | Sell |
2,422
-75
| -3% | -$54.6K | 0.01% | 553 |
|
|
2021
Q2 | $1.8M | Buy |
2,497
+629
| +34% | +$454K | 0.01% | 560 |
|
|
2021
Q1 | $1.15M | Buy |
1,868
+7
| +0.4% | +$4.32K | 0.01% | 632 |
|
|
2020
Q4 | $1.23M | Hold |
1,861
| – | – | 0.01% | 621 |
|
|
2020
Q3 | $1.16M | Buy |
1,861
+113
| +6% | +$70.6K | 0.01% | 617 |
|
|
2020
Q2 | $892K | Sell |
1,748
-7,898
| -82% | -$4.03M | 0.01% | 691 |
|
|
2020
Q1 | $4.21M | Buy |
9,646
+124
| +1% | +$54.1K | 0.03% | 367 |
|
|
2019
Q4 | $4.62M | Buy |
9,522
+7,921
| +495% | +$3.84M | 0.03% | 437 |
|
|
2019
Q3 | $660K | Sell |
1,601
-973
| -38% | -$401K | ﹤0.01% | 855 |
|
|
2019
Q2 | $1.02M | Buy |
2,574
+135
| +6% | +$53.3K | 0.01% | 799 |
|
|
2019
Q1 | $846K | Sell |
2,439
-56
| -2% | -$19.4K | 0.01% | 815 |
|
|
2018
Q4 | $711K | Buy |
2,495
+387
| +18% | +$110K | 0.01% | 803 |
|
|
2018
Q3 | $687K | Buy |
2,108
+151
| +8% | +$49.2K | ﹤0.01% | 884 |
|
|
2018
Q2 | $574K | Sell |
1,957
-844
| -30% | -$248K | ﹤0.01% | 912 |
|
|
2018
Q1 | $872K | Sell |
2,801
-164
| -6% | -$51.1K | 0.01% | 807 |
|
|
2017
Q4 | $1M | Sell |
2,965
-4
| -0.1% | -$1.35K | 0.01% | 778 |
|
|
2017
Q3 | $1.08M | Buy |
2,969
+433
| +17% | +$157K | 0.01% | 757 |
|
|
2017
Q2 | $854K | Sell |
2,536
-864
| -25% | -$291K | 0.01% | 804 |
|
|
2017
Q1 | $1.11M | Buy |
3,400
+939
| +38% | +$307K | 0.01% | 715 |
|
|
2016
Q4 | $709K | Sell |
2,461
-475
| -16% | -$137K | 0.01% | 838 |
|
|
2016
Q3 | $793K | Sell |
2,936
-351
| -11% | -$94.8K | 0.01% | 834 |
|
|
2016
Q2 | $753K | Buy |
3,287
+1,318
| +67% | +$302K | 0.01% | 815 |
|
|
2016
Q1 | $399K | Buy |
1,969
+307
| +18% | +$62.2K | ﹤0.01% | 937 |
|
|
2015
Q4 | $304K | Buy |
1,662
+222
| +15% | +$40.6K | ﹤0.01% | 1013 |
|
|
2015
Q3 | $253K | Buy |
1,440
+150
| +12% | +$26.4K | ﹤0.01% | 1097 |
|
|
2015
Q2 | $221K | Buy |
+1,290
| New | +$221K | ﹤0.01% | 1155 |
|