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
Q4 | – | Sell |
-829
| Closed | -$228K | – | 852 |
|
|
2025
Q3 | $228K | Sell |
829
-527
| -39% | -$159K | 0.01% | 718 |
|
|
2025
Q2 | $554K | Buy |
1,356
+223
| +20% | +$85.4K | 0.01% | 427 |
|
|
2025
Q1 | $418K | Buy |
1,133
+7
| +0.6% | +$2.5K | 0.01% | 453 |
|
|
2024
Q4 | $386K | Buy |
1,126
+47
| +4% | +$17K | 0.01% | 470 |
|
|
2024
Q3 | $350K | Buy |
1,079
+17
| +2% | +$5.72K | 0.01% | 498 |
|
|
2024
Q2 | $317K | Buy |
+1,062
| New | +$290K | 0.01% | 505 |
|
|
2024
Q1 | – | Sell |
-1,072
| Closed | -$417K | – | 675 |
|
|
2023
Q4 | $417K | Sell |
1,072
-25
| -2% | -$10.2K | 0.02% | 409 |
|
|
2023
Q3 | $482K | Buy |
1,097
+78
| +8% | +$32.4K | 0.02% | 342 |
|
|
2023
Q2 | $374K | Buy |
1,019
+131
| +15% | +$44.7K | 0.02% | 377 |
|
|
2023
Q1 | $318K | Buy |
888
+2
| +0.2% | +$747 | 0.02% | 429 |
|
|
2022
Q4 | $300K | Buy |
886
+141
| +19% | +$49.5K | 0.02% | 386 |
|
|
2022
Q3 | $226K | Buy |
745
+8
| +1% | +$3.42K | 0.01% | 416 |
|
|
2022
Q2 | $345K | Sell |
737
-67
| -8% | -$32.7K | 0.02% | 310 |
|
|
2022
Q1 | $439K | Buy |
804
+39
| +5% | +$22.9K | 0.02% | 358 |
|
|
2021
Q4 | $499K | Sell |
765
-34
| -4% | -$23.1K | 0.03% | 303 |
|
|
2021
Q3 | $581K | Buy |
799
+100
| +14% | +$75.9K | 0.03% | 270 |
|
|
2021
Q2 | $504K | Buy |
699
+2
| +0.3% | +$1.35K | 0.03% | 261 |
|
|
2021
Q1 | $430K | Sell |
697
-31
| -4% | -$19.4K | 0.02% | 290 |
|
|
2020
Q4 | $482K | Sell |
728
-7
| -1% | -$4.46K | 0.02% | 256 |
|
|
2020
Q3 | $459K | Sell |
735
-5
| -0.7% | -$2.95K | 0.04% | 200 |
|
|
2020
Q2 | $377K | Buy |
740
+8
| +1% | +$4.06K | 0.03% | 222 |
|
|
2020
Q1 | $341K | Sell |
732
-20
| -3% | -$9.78K | 0.04% | 213 |
|
|
2019
Q4 | $365K | Hold |
752
| – | – | 0.04% | 229 |
|
|
2019
Q3 | $310K | Buy |
752
+225
| +43% | +$90.8K | 0.03% | 221 |
|
|
2019
Q2 | $208K | Sell |
527
-5
| -0.9% | -$1.87K | 0.02% | 280 |
|
|
2019
Q1 | $185K | Hold |
532
| – | – | 0.02% | 293 |
|
|
2018
Q4 | $152K | Sell |
532
-7
| -1% | -$2.2K | 0.02% | 299 |
|
|
2018
Q3 | $173K | Buy |
539
+32
| +6% | +$9.77K | 0.02% | 294 |
|
|
2018
Q2 | $153K | Sell |
507
-2
| -0.4% | -$575 | 0.02% | 323 |
|
|
2018
Q1 | $158K | Hold |
509
| – | – | 0.03% | 276 |
|
|
2017
Q4 | $171K | Buy |
509
+506
| +16,867% | +$172K | 0.03% | 262 |
|
|
2017
Q3 | $1K | Buy |
+3
| New | +$1.12K | ﹤0.01% | 1082 |
|
Other funds holding CHTR
Valeo Financial Advisors's CHTR Position: Q4 2025 in Review
Valeo Financial Advisors sold out of Charter Communications (CHTR) in Q4 2025, closing a stake of 829 shares — an estimated $228K sold.
Valeo Financial Advisors first reported a position in CHTR in Q3 2017 and held it in 32 quarters. The position peaked at $581K in Q3 2021. 796 funds tracked by Wall St. Rank hold CHTR as of Q4 2025.
- Valeo Financial Advisors reported no remaining Charter Communications position as of Q4 2025 after selling out during the quarter.
- Valeo Financial Advisors sold 829 Charter Communications shares in Q4 2025, an estimated $228K.
- Valeo Financial Advisors first reported a position in Charter Communications in Q3 2017 and held it in 32 quarters.
- Valeo Financial Advisors's Charter Communications position peaked at $581K in Q3 2021.
- 796 funds tracked by Wall St. Rank held Charter Communications as of Q4 2025.
Based on Valeo Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.