Carolina Wealth Advisors’s City Holding Co CHCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.66M | Buy |
46,209
+1,057
| +2% | +$129K | 2.79% | 13 |
|
|
2025
Q1 | $5.3M | Sell |
45,152
-669
| -1% | -$78.6K | 2.86% | 12 |
|
|
2024
Q4 | $5.43M | Sell |
45,821
-770
| -2% | -$91.2K | 2.92% | 13 |
|
|
2024
Q3 | $5.47M | Sell |
46,591
-2,128
| -4% | -$250K | 2.78% | 15 |
|
|
2024
Q2 | $5.18M | Buy |
48,719
+4,148
| +9% | +$441K | 2.54% | 17 |
|
|
2024
Q1 | $4.65M | Sell |
44,571
-2,742
| -6% | -$286K | 2.52% | 16 |
|
|
2023
Q4 | $5.22M | Sell |
47,313
-73
| -0.2% | -$8.05K | 2.7% | 16 |
|
|
2023
Q3 | $4.28M | Buy |
47,386
+1,924
| +4% | +$174K | 2.42% | 14 |
|
|
2023
Q2 | $4.09M | Buy |
45,462
+442
| +1% | +$39.8K | 2.46% | 17 |
|
|
2023
Q1 | $4.09M | Buy |
45,020
+546
| +1% | +$49.6K | 2.4% | 15 |
|
|
2022
Q4 | $4.14M | Sell |
44,474
-612
| -1% | -$57K | 2.61% | 15 |
|
|
2022
Q3 | $4M | Buy |
45,086
+554
| +1% | +$49.1K | 3.14% | 13 |
|
|
2022
Q2 | $3.56M | Buy |
44,532
+127
| +0.3% | +$10.1K | 2.35% | 20 |
|
|
2022
Q1 | $3.5M | Buy |
44,405
+906
| +2% | +$71.3K | 2.21% | 19 |
|
|
2021
Q4 | $3.56M | Buy |
43,499
+2,451
| +6% | +$200K | 2.01% | 21 |
|
|
2021
Q3 | $3.2M | Buy |
41,048
+1,045
| +3% | +$81.4K | 2.12% | 22 |
|
|
2021
Q2 | $3.01M | Buy |
40,003
+1,524
| +4% | +$115K | 2.03% | 25 |
|
|
2021
Q1 | $3.15M | Buy |
38,479
+1,701
| +5% | +$139K | 2.3% | 20 |
|
|
2020
Q4 | $2.56M | Sell |
36,778
-3,541
| -9% | -$246K | 2.05% | 22 |
|
|
2020
Q3 | $2.32M | Sell |
40,319
-196
| -0.5% | -$11.3K | 2.04% | 22 |
|
|
2020
Q2 | $2.64M | Buy |
40,515
+290
| +0.7% | +$18.9K | 2.55% | 17 |
|
|
2020
Q1 | $2.68M | Buy |
40,225
+21,185
| +111% | +$1.41M | 3.09% | 13 |
|
|
2019
Q4 | $1.56M | Buy |
+19,040
| New | +$1.56M | 1.48% | 26 |
|