HB Wealth 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
Sell
-2,390
Closed -$281K 1166
2025
Q1
$281K Sell
2,390
-270
-10% -$31.7K ﹤0.01% 981
2024
Q4
$315K Sell
2,660
-67
-2% -$7.94K ﹤0.01% 786
2024
Q3
$320K Hold
2,727
﹤0.01% 732
2024
Q2
$290K Hold
2,727
﹤0.01% 715
2024
Q1
$284K Hold
2,727
﹤0.01% 672
2023
Q4
$301K Sell
2,727
-262
-9% -$28.9K ﹤0.01% 610
2023
Q3
$270K Sell
2,989
-2,221
-43% -$201K ﹤0.01% 594
2023
Q2
$469K Sell
5,210
-264
-5% -$23.8K 0.01% 429
2023
Q1
$497K Sell
5,474
-264
-5% -$24K 0.01% 413
2022
Q4
$534K Buy
+5,738
New +$534K 0.01% 379