YHB Investment 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 | $777K | Hold |
1,900
| – | – | 0.06% | 175 |
|
|
2025
Q1 | $700K | Sell |
1,900
-780
| -29% | -$287K | 0.06% | 178 |
|
|
2024
Q4 | $919K | Sell |
2,680
-303
| -10% | -$104K | 0.08% | 153 |
|
|
2024
Q3 | $967K | Hold |
2,983
| – | – | 0.08% | 152 |
|
|
2024
Q2 | $892K | Hold |
2,983
| – | – | 0.08% | 154 |
|
|
2024
Q1 | $867K | Buy |
2,983
+30
| +1% | +$8.72K | 0.08% | 155 |
|
|
2023
Q4 | $1.15M | Sell |
2,953
-922
| -24% | -$358K | 0.11% | 138 |
|
|
2023
Q3 | $1.7M | Sell |
3,875
-108
| -3% | -$47.5K | 0.16% | 126 |
|
|
2023
Q2 | $1.46M | Buy |
3,983
+71
| +2% | +$26.1K | 0.14% | 130 |
|
|
2023
Q1 | $1.4M | Buy |
3,912
+469
| +14% | +$168K | 0.14% | 129 |
|
|
2022
Q4 | $1.17M | Buy |
3,443
+417
| +14% | +$141K | 0.12% | 135 |
|
|
2022
Q3 | $918K | Hold |
3,026
| – | – | 0.1% | 146 |
|
|
2022
Q2 | $1.42M | Hold |
3,026
| – | – | 0.15% | 125 |
|
|
2022
Q1 | $1.65M | Sell |
3,026
-91
| -3% | -$49.7K | 0.15% | 127 |
|
|
2021
Q4 | $2.03M | Sell |
3,117
-25
| -0.8% | -$16.3K | 0.16% | 130 |
|
|
2021
Q3 | $2.29M | Buy |
3,142
+12
| +0.4% | +$8.73K | 0.2% | 113 |
|
|
2021
Q2 | $2.26M | Hold |
3,130
| – | – | 0.19% | 117 |
|
|
2021
Q1 | $2.02M | Buy |
3,130
+16
| +0.5% | +$10.3K | 0.17% | 121 |
|
|
2020
Q4 | $2.06M | Buy |
3,114
+12
| +0.4% | +$7.94K | 0.2% | 111 |
|
|
2020
Q3 | $1.94M | Buy |
3,102
+754
| +32% | +$471K | 0.21% | 107 |
|
|
2020
Q2 | $1.2M | Sell |
2,348
-220
| -9% | -$112K | 0.17% | 100 |
|
|
2020
Q1 | $1.12M | Sell |
2,568
-684
| -21% | -$298K | 0.19% | 96 |
|
|
2019
Q4 | $1.58M | Sell |
3,252
-80
| -2% | -$38.8K | 0.23% | 89 |
|
|
2019
Q3 | $1.37M | Sell |
3,332
-150
| -4% | -$61.8K | 0.21% | 93 |
|
|
2019
Q2 | $1.38M | Sell |
3,482
-900
| -21% | -$356K | 0.22% | 99 |
|
|
2019
Q1 | $1.52M | Hold |
4,382
| – | – | 0.24% | 99 |
|
|
2018
Q4 | $1.25M | Sell |
4,382
-337
| -7% | -$96.1K | 0.22% | 101 |
|
|
2018
Q3 | $1.54M | Hold |
4,719
| – | – | 0.23% | 98 |
|
|
2018
Q2 | $1.38M | Buy |
+4,719
| New | +$1.38M | 0.23% | 104 |
|