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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Sell |
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|
2025
Q1 | $1.31M | Buy |
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|
2024
Q4 | $1.3M | Sell |
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|
2024
Q3 | $1.35M | Buy |
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|
2024
Q2 | $1.22M | Sell |
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|
2024
Q1 | $1.25M | Buy |
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|
2023
Q4 | $1.32M | Hold |
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|
2023
Q3 | $1.08M | Sell |
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|
2023
Q2 | $1.12M | Hold |
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|
2023
Q1 | $1.13M | Sell |
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|
2022
Q4 | $1.16M | Buy |
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|
2022
Q3 | $1.08M | Hold |
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|
2022
Q2 | $977K | Hold |
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|
2022
Q1 | $963K | Buy |
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|
2021
Q4 | $963K | Hold |
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|
2021
Q3 | $917K | Hold |
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|
2021
Q2 | $886K | Hold |
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|
2021
Q1 | $963K | Hold |
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|
2020
Q4 | $819K | Hold |
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|
2020
Q3 | $678K | Sell |
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|
2020
Q2 | $784K | Sell |
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|
2020
Q1 | $807K | Hold |
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|
2019
Q4 | $995K | Hold |
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|
2019
Q3 | $925K | Sell |
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|
2019
Q2 | $935K | Sell |
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|
2019
Q1 | $1.08M | Hold |
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|
2018
Q4 | $961K | Buy |
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|
2018
Q3 | $1.08M | Buy |
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|
2018
Q2 | $1.05M | Hold |
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|
2018
Q1 | $960K | Hold |
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|
2017
Q4 | $945K | Hold |
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|
2017
Q3 | $1.01M | Hold |
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|
2017
Q2 | $922K | Hold |
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|
2017
Q1 | $903K | Hold |
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|
2016
Q4 | $947K | Buy |
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|
2016
Q3 | $704K | Hold |
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|
2016
Q2 | $637K | Buy |
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