Creative Planning’s City Holding Co CHCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.36M | Sell |
11,361
-510
| -4% | -$62.2K | ﹤0.01% | 2214 |
|
|
2025
Q4 | $1.42M | Buy |
11,871
+1,966
| +20% | +$239K | ﹤0.01% | 1999 |
|
|
2025
Q3 | $1.23M | Sell |
9,905
-580
| -6% | -$72.8K | ﹤0.01% | 1931 |
|
|
2025
Q2 | $1.28M | Sell |
10,485
-642
| -6% | -$75.3K | ﹤0.01% | 1652 |
|
|
2025
Q1 | $1.31M | Buy |
11,127
+129
| +1% | +$15.2K | ﹤0.01% | 1506 |
|
|
2024
Q4 | $1.3M | Sell |
10,998
-544
| -5% | -$67.2K | ﹤0.01% | 1448 |
|
|
2024
Q3 | $1.35M | Buy |
11,542
+40
| +0.3% | +$4.63K | ﹤0.01% | 1299 |
|
|
2024
Q2 | $1.22M | Sell |
11,502
-451
| -4% | -$46.4K | ﹤0.01% | 1272 |
|
|
2024
Q1 | $1.25M | Buy |
11,953
+12
| +0.1% | +$1.24K | ﹤0.01% | 1195 |
|
|
2023
Q4 | $1.32M | Hold |
11,941
| – | – | ﹤0.01% | 1098 |
|
|
2023
Q3 | $1.08M | Sell |
11,941
-465
| -4% | -$43.2K | ﹤0.01% | 1130 |
|
|
2023
Q2 | $1.12M | Hold |
12,406
| – | – | ﹤0.01% | 1081 |
|
|
2023
Q1 | $1.13M | Sell |
12,406
-22
| -0.2% | -$2.08K | ﹤0.01% | 1017 |
|
|
2022
Q4 | $1.16M | Buy |
12,428
+193
| +2% | +$18.6K | ﹤0.01% | 970 |
|
|
2022
Q3 | $1.08M | Hold |
12,235
| – | – | ﹤0.01% | 934 |
|
|
2022
Q2 | $977K | Hold |
12,235
| – | – | ﹤0.01% | 989 |
|
|
2022
Q1 | $963K | Buy |
12,235
+465
| +4% | +$37.4K | ﹤0.01% | 1001 |
|
|
2021
Q4 | $963K | Hold |
11,770
| – | – | ﹤0.01% | 978 |
|
|
2021
Q3 | $917K | Hold |
11,770
| – | – | ﹤0.01% | 988 |
|
|
2021
Q2 | $886K | Hold |
11,770
| – | – | ﹤0.01% | 994 |
|
|
2021
Q1 | $963K | Hold |
11,770
| – | – | ﹤0.01% | 1046 |
|
|
2020
Q4 | $819K | Hold |
11,770
| – | – | ﹤0.01% | 1048 |
|
|
2020
Q3 | $678K | Sell |
11,770
-257
| -2% | -$16.1K | ﹤0.01% | 974 |
|
|
2020
Q2 | $784K | Sell |
12,027
-110
| -0.9% | -$6.97K | ﹤0.01% | 837 |
|
|
2020
Q1 | $807K | Hold |
12,137
| – | – | ﹤0.01% | 733 |
|
|
2019
Q4 | $995K | Hold |
12,137
| – | – | ﹤0.01% | 792 |
|
|
2019
Q3 | $925K | Sell |
12,137
-130
| -1% | -$9.81K | ﹤0.01% | 791 |
|
|
2019
Q2 | $935K | Sell |
12,267
-1,946
| -14% | -$150K | ﹤0.01% | 781 |
|
|
2019
Q1 | $1.08M | Hold |
14,213
| – | – | ﹤0.01% | 705 |
|
|
2018
Q4 | $961K | Buy |
14,213
+100
| +0.7% | +$7.35K | ﹤0.01% | 686 |
|
|
2018
Q3 | $1.08M | Buy |
14,113
+110
| +0.8% | +$8.74K | ﹤0.01% | 734 |
|
|
2018
Q2 | $1.05M | Hold |
14,003
| – | – | ﹤0.01% | 724 |
|
|
2018
Q1 | $960K | Hold |
14,003
| – | – | ﹤0.01% | 763 |
|
|
2017
Q4 | $945K | Hold |
14,003
| – | – | ﹤0.01% | 764 |
|
|
2017
Q3 | $1.01M | Hold |
14,003
| – | – | ﹤0.01% | 716 |
|
|
2017
Q2 | $922K | Hold |
14,003
| – | – | ﹤0.01% | 732 |
|
|
2017
Q1 | $903K | Hold |
14,003
| – | – | ﹤0.01% | 719 |
|
|
2016
Q4 | $947K | Buy |
14,003
+3
| +0% | +$175 | 0.01% | 648 |
|
|
2016
Q3 | $704K | Hold |
14,000
| – | – | ﹤0.01% | 743 |
|
|
2016
Q2 | $637K | Buy |
+14,000
| New | +$670K | ﹤0.01% | 676 |
|
Other funds holding CHCO
VPM
VCM
WHG
CHC
