Carson Wealth (CWM LLC)’s City Holding Co CHCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39K | Buy |
320
+38
| +13% | +$4.63K | ﹤0.01% | 3460 |
|
|
2025
Q1 | $33K | Buy |
282
+86
| +44% | +$10.1K | ﹤0.01% | 3304 |
|
|
2024
Q4 | $23K | Buy |
196
+56
| +40% | +$6.57K | ﹤0.01% | 3334 |
|
|
2024
Q3 | $16K | Buy |
140
+83
| +146% | +$9.49K | ﹤0.01% | 3490 |
|
|
2024
Q2 | $6K | Buy |
57
+37
| +185% | +$3.9K | ﹤0.01% | 3751 |
|
|
2024
Q1 | $2K | Buy |
20
+7
| +54% | +$700 | ﹤0.01% | 3945 |
|
|
2023
Q4 | $1K | Sell |
13
-23
| -64% | -$1.77K | ﹤0.01% | 3910 |
|
|
2023
Q3 | $3K | Sell |
36
-6
| -14% | -$500 | ﹤0.01% | 3637 |
|
|
2023
Q2 | $4K | Hold |
42
| – | – | ﹤0.01% | 3499 |
|
|
2023
Q1 | $4K | Sell |
42
-3
| -7% | -$286 | ﹤0.01% | 3359 |
|
|
2022
Q4 | $4K | Buy |
45
+5
| +13% | +$444 | ﹤0.01% | 3268 |
|
|
2022
Q3 | $4K | Buy |
40
+31
| +344% | +$3.1K | ﹤0.01% | 3144 |
|
|
2022
Q2 | $1K | Sell |
9
-41
| -82% | -$4.56K | ﹤0.01% | 3491 |
|
|
2022
Q1 | $4K | Buy |
50
+7
| +16% | +$560 | ﹤0.01% | 2894 |
|
|
2021
Q4 | $4K | Buy |
+43
| New | +$4K | ﹤0.01% | 2796 |
|