Institute For Wealth Management, Llc. Charter Communications, Inc. Transaction History

Institute For Wealth Management, Llc.

$788 Million
Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Charter Communications, Inc. stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 1,591 shares of CHTR stock, worth $584,819. This represents 0.07% of its overall portfolio holdings.

Number of Shares

1,591

Previous 1,812 12.2%

Holding current value

$584,819

Previous $587,000 7.16%

% of portfolio

0.07%

Previous 0.08%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$315.38 - $408.02 $69,698 - $90,172	-221 Reduced 12.2%	1,591 $545,000
Q3 2024 Nov 12, 2024	BUY	$290.56 - $383.07 $64,504 - $85,041	222 Added 13.96%	1,812 $587,000
Q2 2024 Jul 25, 2024	BUY	$254.61 - $298.96 $111,773 - $131,243	439 Added 38.14%	1,590 $475,000
Q1 2024 Apr 30, 2024	SELL	$276.33 - $391.51 $6,631 - $9,396	-24 Reduced 2.04%	1,151 $334,000
Q4 2023 Jan 31, 2024	BUY	$361.98 - $454.45 $15,203 - $19,086	42 Added 3.71%	1,175 $456,000
Q3 2023 Oct 13, 2023	SELL	$367.65 - $455.73 $24,264 - $30,078	-66 Reduced 5.5%	1,133 $498,000
Q2 2023 Jul 25, 2023	BUY	$319.66 - $368.7 $9,270 - $10,692	29 Added 2.48%	1,199 $440,000
Q1 2023 Apr 20, 2023	BUY	$329.49 - $412.25 $3,294 - $4,122	10 Added 0.86%	1,170 $418,000
Q4 2022 Feb 02, 2023	BUY	$304.96 - $394.4 $25,921 - $33,524	85 Added 7.91%	1,160 $393,000
Q3 2022 Oct 18, 2022	SELL	$303.35 - $492.74 $1,820 - $2,956	-6 Reduced 0.56%	1,075 $326,000
Q2 2022 Jul 25, 2022	BUY	$415.35 - $562.4 $4,568 - $6,186	11 Added 1.03%	1,081 $506,000
Q1 2022 Apr 29, 2022	BUY	$545.52 - $647.58 $24,548 - $29,141	45 Added 4.39%	1,070 $584,000
Q4 2021 Jan 21, 2022	BUY	$605.55 - $747.79 $4,844 - $5,982	8 Added 0.79%	1,025 $668,000
Q2 2021 Jul 21, 2021	SELL	$605.5 - $721.45 $30,275 - $36,072	-50 Reduced 4.69%	1,017 $734,000
Q1 2021 May 04, 2021	SELL	$596.5 - $654.65 $7,158 - $7,855	-12 Reduced 1.11%	1,067 $658,000
Q4 2020 Feb 01, 2021	SELL	$572.58 - $680.76 $45,806 - $54,460	-80 Reduced 6.9%	1,079 $714,000
Q3 2020 Nov 03, 2020	BUY	$517.69 - $633.05 $31,579 - $38,616	61 Added 5.56%	1,159 $724,000
Q2 2020 Jul 30, 2020	BUY	$424.03 - $547.3 $848 - $1,094	2 Added 0.18%	1,098 $560,000
Q1 2020 Apr 29, 2020	SELL	$371.7 - $542.46 $118,944 - $173,587	-320 Reduced 22.6%	1,096 $478,000
Q4 2019 Feb 27, 2020	BUY	$405.6 - $485.73 $295,682 - $354,097	729 Added 106.11%	1,416 $687,000
Q4 2019 Jan 27, 2020	SELL	$405.6 - $485.73 $192,660 - $230,721	-475 Reduced 40.88%	687 $687,000
Q3 2019 Oct 28, 2019	SELL	$375.03 - $427.42 $4,875 - $5,556	-13 Reduced 1.11%	1,162 $479,000
Q2 2019 Aug 02, 2019	BUY	$345.37 - $398.77 $41,444 - $47,852	120 Added 11.37%	1,175 $464,000
Q1 2019 May 15, 2019	BUY	$284.53 - $366.27 $29,591 - $38,092	104 Added 10.94%	1,055 $366,000
Q4 2018 Feb 08, 2019	BUY	$273.52 - $330.33 $260,117 - $314,143	951 New	951 $271,000

Others Institutions Holding CHTR

# of Institutions

986

Shares Held

99.8M

Call Options Held

2.16M

Put Options Held

1.91M

View Full List

About CHARTER COMMUNICATIONS, INC.

Ticker CHTR
Exchange NASDAQ
Sector Communication Services
Industry Telecom Services
Shares Outstandng 160,655,008
Market Cap $59.1B
Description
Charter Communications, Inc. operates as a broadband connectivity and cable operator company serving residential and commercial customers in the United States. The company offers subscription-based video services, including video on demand, high-definition television, digital video recorder, pay-per-view services. It provides Internet services, ...

More about CHTR

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Institute For Wealth Management, Llc. Charter Communications, Inc. Transaction History