Wealth Enhancement Advisory Services’s Charter Communications CHTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Buy |
4,262
+369
| +9% | +$154K | ﹤0.01% | 1412 |
|
|
2025
Q1 | $1.43M | Buy |
3,893
+676
| +21% | +$249K | ﹤0.01% | 1410 |
|
|
2024
Q4 | $1.1M | Sell |
3,217
-33
| -1% | -$11.3K | ﹤0.01% | 1475 |
|
|
2024
Q3 | $1.05M | Sell |
3,250
-719
| -18% | -$233K | ﹤0.01% | 1357 |
|
|
2024
Q2 | $1.19M | Sell |
3,969
-1,849
| -32% | -$553K | ﹤0.01% | 1198 |
|
|
2024
Q1 | $1.69M | Sell |
5,818
-1,281
| -18% | -$372K | ﹤0.01% | 1011 |
|
|
2023
Q4 | $2.76M | Sell |
7,099
-1,146
| -14% | -$445K | 0.01% | 789 |
|
|
2023
Q3 | $3.63M | Buy |
8,245
+7,167
| +665% | +$3.15M | 0.01% | 667 |
|
|
2023
Q2 | $396K | Sell |
1,078
-14
| -1% | -$5.14K | ﹤0.01% | 384 |
|
|
2023
Q1 | $391K | Buy |
+1,092
| New | +$391K | ﹤0.01% | 411 |
|
|
2022
Q2 | – | Sell |
-8,942
| Closed | -$5.03M | – | 335 |
|
|
2022
Q1 | $5.03M | Buy |
8,942
+495
| +6% | +$278K | 0.07% | 135 |
|
|
2021
Q4 | $4.98M | Buy |
+8,447
| New | +$4.98M | 0.07% | 119 |
|
|
2021
Q2 | – | Sell |
-8,887
| Closed | -$5.45M | – | 271 |
|
|
2021
Q1 | $5.45M | Buy |
8,887
+269
| +3% | +$165K | 0.1% | 92 |
|
|
2020
Q4 | $5.42M | Buy |
8,618
+5,890
| +216% | +$3.7M | 0.12% | 69 |
|
|
2020
Q3 | $1.78M | Sell |
2,728
-1,981
| -42% | -$1.29M | 0.05% | 125 |
|
|
2020
Q2 | $2.66M | Sell |
4,709
-376
| -7% | -$212K | 0.08% | 97 |
|
|
2020
Q1 | $2.53M | Buy |
5,085
+1,539
| +43% | +$765K | 0.09% | 90 |
|
|
2019
Q4 | $1.72M | Buy |
+3,546
| New | +$1.72M | 0.06% | 125 |
|
|
2017
Q4 | – | Sell |
-3,378
| Closed | -$1.24M | – | 144 |
|
|
2017
Q3 | $1.24M | Buy |
3,378
+1,250
| +59% | +$459K | 0.1% | 85 |
|
|
2017
Q2 | $717K | Buy |
+2,128
| New | +$717K | 0.07% | 135 |
|