Valley National Advisers’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
Q1 | – | Sell |
-4
| Closed | -$1K | – | 816 |
|
|
2024
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 714 |
|
|
2024
Q3 | $1K | Sell |
4
-17
| -81% | -$5.72K | ﹤0.01% | 689 |
|
|
2024
Q2 | $6K | Buy |
21
+12
| +133% | +$3.27K | ﹤0.01% | 712 |
|
|
2024
Q1 | $2K | Buy |
9
+6
| +200% | +$1.93K | ﹤0.01% | 939 |
|
|
2023
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 1040 |
|
|
2023
Q3 | $1K | Sell |
3
-3
| -50% | -$1.25K | ﹤0.01% | 898 |
|
|
2023
Q2 | $3K | Hold |
6
| – | – | ﹤0.01% | 734 |
|
|
2023
Q1 | $2K | Buy |
6
+3
| +100% | +$1.12K | ﹤0.01% | 758 |
|
|
2022
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 775 |
|
|
2022
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 824 |
|
|
2022
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 805 |
|
|
2022
Q1 | $2K | Hold |
3
| – | – | ﹤0.01% | 785 |
|
|
2021
Q4 | $2K | Hold |
3
| – | – | ﹤0.01% | 781 |
|
|
2021
Q3 | $2K | Hold |
3
| – | – | ﹤0.01% | 756 |
|
|
2021
Q2 | $2K | Hold |
3
| – | – | ﹤0.01% | 772 |
|
|
2021
Q1 | $2K | Hold |
3
| – | – | ﹤0.01% | 721 |
|
|
2020
Q4 | $2K | Hold |
3
| – | – | ﹤0.01% | 681 |
|
|
2020
Q3 | $2K | Hold |
3
| – | – | ﹤0.01% | 647 |
|
|
2020
Q2 | $2K | Hold |
3
| – | – | ﹤0.01% | 646 |
|
|
2020
Q1 | $1K | Sell |
3
-3
| -50% | -$1.47K | ﹤0.01% | 678 |
|
|
2019
Q4 | $3K | Hold |
6
| – | – | ﹤0.01% | 647 |
|
|
2019
Q3 | $2K | Hold |
6
| – | – | ﹤0.01% | 671 |
|
|
2019
Q2 | $2K | Hold |
6
| – | – | ﹤0.01% | 637 |
|
|
2019
Q1 | $2K | Buy |
6
+3
| +100% | +$988 | ﹤0.01% | 638 |
|
|
2018
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 699 |
|
|
2018
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 623 |
|
|
2018
Q2 | $1K | Sell |
3
-7
| -70% | -$2.01K | ﹤0.01% | 600 |
|
|
2018
Q1 | $3K | Hold |
10
| – | – | ﹤0.01% | 508 |
|
|
2017
Q4 | $3K | Hold |
10
| – | – | ﹤0.01% | 520 |
|
|
2017
Q3 | $4K | Buy |
10
+7
| +233% | +$2.6K | ﹤0.01% | 493 |
|
|
2017
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 549 |
|
|
2017
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 554 |
|
|
2016
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 590 |
|
|
2016
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 566 |
|
|
2016
Q2 | $1K | Buy |
+3
| New | +$645 | ﹤0.01% | 559 |
|
Other funds holding CHTR
Valley National Advisers's CHTR Position: Q1 2025 in Review
Valley National Advisers sold out of Charter Communications (CHTR) in Q1 2025, closing a stake of 4 shares — an estimated $1K sold.
Valley National Advisers first reported a position in CHTR in Q2 2016 and held it in 35 quarters. The position peaked at $6K in Q2 2024. 875 funds tracked by Wall St. Rank hold CHTR as of Q1 2025.
- Valley National Advisers reported no remaining Charter Communications position as of Q1 2025 after selling out during the quarter.
- Valley National Advisers sold 4 Charter Communications shares in Q1 2025, an estimated $1K.
- Valley National Advisers first reported a position in Charter Communications in Q2 2016 and held it in 35 quarters.
- Valley National Advisers's Charter Communications position peaked at $6K in Q2 2024.
- 875 funds tracked by Wall St. Rank held Charter Communications as of Q1 2025.
Based on Valley National Advisers's 13F filing for Q1 2025, filed 25 Apr 2025.