Valeo Financial Advisors’s Charter Communications CHTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $228K | Sell |
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|
2025
Q2 | $554K | Buy |
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|
2025
Q1 | $418K | Buy |
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|
2024
Q4 | $386K | Buy |
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|
2024
Q3 | $350K | Buy |
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|
2024
Q2 | $317K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $417K | Sell |
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|
2023
Q3 | $482K | Buy |
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|
2023
Q2 | $374K | Buy |
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|
2023
Q1 | $318K | Buy |
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|
2022
Q4 | $300K | Buy |
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|
2022
Q3 | $226K | Buy |
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|
2022
Q2 | $345K | Sell |
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|
2022
Q1 | $439K | Buy |
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|
2021
Q4 | $499K | Sell |
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|
2021
Q3 | $581K | Buy |
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|
2021
Q2 | $504K | Buy |
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|
2021
Q1 | $430K | Sell |
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|
2020
Q4 | $482K | Sell |
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|
2020
Q3 | $459K | Sell |
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|
2020
Q2 | $377K | Buy |
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|
2020
Q1 | $341K | Sell |
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|
2019
Q4 | $365K | Hold |
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|
2019
Q3 | $310K | Buy |
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|
2019
Q2 | $208K | Sell |
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|
2019
Q1 | $185K | Hold |
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|
2018
Q4 | $152K | Sell |
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|
2018
Q3 | $173K | Buy |
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|
2018
Q2 | $153K | Sell |
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|
2018
Q1 | $158K | Hold |
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|
2017
Q4 | $171K | Buy |
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|
2017
Q3 | $1K | Buy |
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