Envestnet Asset Management’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 | $287K | Buy |
2,346
+317
| +16% | +$38.8K | ﹤0.01% | 4047 |
|
|
2025
Q1 | $238K | Sell |
2,029
-46
| -2% | -$5.4K | ﹤0.01% | 4051 |
|
|
2024
Q4 | $246K | Buy |
+2,075
| New | +$246K | ﹤0.01% | 3990 |
|
|
2024
Q1 | – | Sell |
-1,826
| Closed | -$201K | – | 4197 |
|
|
2023
Q4 | $201K | Buy |
+1,826
| New | +$201K | ﹤0.01% | 3824 |
|
|
2023
Q3 | – | Sell |
-4,685
| Closed | -$422K | – | 4030 |
|
|
2023
Q2 | $422K | Sell |
4,685
-40
| -0.8% | -$3.6K | ﹤0.01% | 3298 |
|
|
2023
Q1 | $429K | Sell |
4,725
-113
| -2% | -$10.3K | ﹤0.01% | 3245 |
|
|
2022
Q4 | $450K | Sell |
4,838
-91
| -2% | -$8.47K | ﹤0.01% | 3156 |
|
|
2022
Q3 | $437K | Sell |
4,929
-650
| -12% | -$57.6K | ﹤0.01% | 3101 |
|
|
2022
Q2 | $446K | Buy |
5,579
+761
| +16% | +$60.8K | ﹤0.01% | 3113 |
|
|
2022
Q1 | $379K | Buy |
4,818
+454
| +10% | +$35.7K | ﹤0.01% | 3294 |
|
|
2021
Q4 | $357K | Buy |
4,364
+94
| +2% | +$7.69K | ﹤0.01% | 3308 |
|
|
2021
Q3 | $333K | Sell |
4,270
-108
| -2% | -$8.42K | ﹤0.01% | 3231 |
|
|
2021
Q2 | $329K | Buy |
4,378
+799
| +22% | +$60K | ﹤0.01% | 3234 |
|
|
2021
Q1 | $293K | Buy |
3,579
+25
| +0.7% | +$2.05K | ﹤0.01% | 3144 |
|
|
2020
Q4 | $247K | Buy |
+3,554
| New | +$247K | ﹤0.01% | 3022 |
|