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 |
|