Cerity Partners’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 | $776K | Sell |
6,340
-27
| -0.4% | -$3.31K | ﹤0.01% | 1639 |
|
|
2025
Q1 | $748K | Sell |
6,367
-190
| -3% | -$22.3K | ﹤0.01% | 1554 |
|
|
2024
Q4 | $776K | Sell |
6,557
-929
| -12% | -$110K | ﹤0.01% | 1531 |
|
|
2024
Q3 | $879K | Buy |
7,486
+469
| +7% | +$55.1K | ﹤0.01% | 1469 |
|
|
2024
Q2 | $746K | Sell |
7,017
-123
| -2% | -$13.1K | ﹤0.01% | 1358 |
|
|
2024
Q1 | $744K | Sell |
7,140
-99
| -1% | -$10.3K | ﹤0.01% | 1418 |
|
|
2023
Q4 | $799K | Buy |
7,239
+230
| +3% | +$25.4K | ﹤0.01% | 1061 |
|
|
2023
Q3 | $633K | Sell |
7,009
-4,551
| -39% | -$411K | ﹤0.01% | 884 |
|
|
2023
Q2 | $1.04M | Buy |
11,560
+4,440
| +62% | +$400K | ﹤0.01% | 915 |
|
|
2023
Q1 | $634K | Buy |
7,120
+50
| +0.7% | +$4.45K | ﹤0.01% | 1178 |
|
|
2022
Q4 | $659K | Buy |
7,070
+36
| +0.5% | +$3.35K | ﹤0.01% | 825 |
|
|
2022
Q3 | $623K | Hold |
7,034
| – | – | 0.01% | 633 |
|
|
2022
Q2 | $561K | Buy |
+7,034
| New | +$561K | 0.01% | 712 |
|