Axxcess Wealth Management’s City Holding Co CHCO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$13.4M Buy
109,751
+485
+0.4% +$59.4K 0.31% 63
2025
Q1
$12.8M Sell
109,266
-152
-0.1% -$17.9K 0.34% 63
2024
Q4
$13M Buy
109,418
+885
+0.8% +$105K 0.31% 61
2024
Q3
$12.7M Sell
108,533
-183
-0.2% -$21.5K 0.31% 62
2024
Q2
$11.6M Sell
108,716
-21
-0% -$2.23K 0.31% 62
2024
Q1
$11.3M Buy
108,737
+469
+0.4% +$48.9K 0.31% 64
2023
Q4
$11.9M Buy
108,268
+92,276
+577% +$10.2M 0.35% 58
2023
Q3
$1.44M Buy
15,992
+14
+0.1% +$1.27K 0.05% 249
2023
Q2
$1.44M Buy
15,978
+3,318
+26% +$299K 0.1% 175
2023
Q1
$1.15M Buy
12,660
+24
+0.2% +$2.18K 0.09% 203
2022
Q4
$1.18M Sell
12,636
-5,148
-29% -$479K 0.1% 200
2022
Q3
$1.58M Buy
17,784
+8,439
+90% +$748K 0.15% 134
2022
Q2
$747K Hold
9,345
0.07% 230
2022
Q1
$735K Buy
9,345
+2,941
+46% +$231K 0.06% 274
2021
Q4
$524K Buy
+6,404
New +$524K 0.04% 343