Heritage Wealth Advisors’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 | $71.1K | Hold |
581
| – | – | ﹤0.01% | 273 |
|
|
2025
Q1 | $68.3K | Hold |
581
| – | – | ﹤0.01% | 274 |
|
|
2024
Q4 | $68.8K | Hold |
581
| – | – | ﹤0.01% | 283 |
|
|
2024
Q3 | $68.2K | Hold |
581
| – | – | ﹤0.01% | 300 |
|
|
2024
Q2 | $61.7K | Sell |
581
-80
| -12% | -$8.5K | ﹤0.01% | 292 |
|
|
2024
Q1 | $68.9K | Sell |
661
-400
| -38% | -$41.7K | ﹤0.01% | 298 |
|
|
2023
Q4 | $117K | Sell |
1,061
-79
| -7% | -$8.71K | 0.01% | 251 |
|
|
2023
Q3 | $103K | Sell |
1,140
-300
| -21% | -$27.1K | 0.01% | 246 |
|
|
2023
Q2 | $130K | Hold |
1,440
| – | – | 0.01% | 233 |
|
|
2023
Q1 | $131K | Hold |
1,440
| – | – | 0.01% | 238 |
|
|
2022
Q4 | $134K | Sell |
1,440
-72
| -5% | -$6.7K | 0.01% | 240 |
|
|
2022
Q3 | $134K | Hold |
1,512
| – | – | 0.01% | 232 |
|
|
2022
Q2 | $121K | Hold |
1,512
| – | – | 0.01% | 244 |
|
|
2022
Q1 | $119K | Hold |
1,512
| – | – | 0.01% | 234 |
|
|
2021
Q4 | $124K | Sell |
1,512
-90
| -6% | -$7.38K | 0.01% | 244 |
|
|
2021
Q3 | $125K | Hold |
1,602
| – | – | 0.01% | 233 |
|
|
2021
Q2 | $121K | Hold |
1,602
| – | – | 0.01% | 239 |
|
|
2021
Q1 | $131K | Hold |
1,602
| – | – | 0.01% | 235 |
|
|
2020
Q4 | $111K | Sell |
1,602
-250
| -13% | -$17.3K | 0.01% | 250 |
|
|
2020
Q3 | $107K | Hold |
1,852
| – | – | 0.01% | 201 |
|
|
2020
Q2 | $121K | Hold |
1,852
| – | – | 0.02% | 182 |
|
|
2020
Q1 | $123K | Hold |
1,852
| – | – | 0.02% | 168 |
|
|
2019
Q4 | $152K | Sell |
1,852
-62
| -3% | -$5.08K | 0.02% | 192 |
|
|
2019
Q3 | $145K | Sell |
1,914
-66
| -3% | -$5K | 0.02% | 182 |
|
|
2019
Q2 | $151K | Hold |
1,980
| – | – | 0.02% | 163 |
|
|
2019
Q1 | $151K | Hold |
1,980
| – | – | 0.02% | 147 |
|
|
2018
Q4 | $133K | Sell |
1,980
-74
| -4% | -$4.97K | 0.03% | 142 |
|
|
2018
Q3 | $157K | Buy |
+2,054
| New | +$157K | 0.03% | 132 |
|
|
2017
Q1 | – | Sell |
-3,702
| Closed | -$250K | – | 95 |
|
|
2016
Q4 | $250K | Buy |
+3,702
| New | +$250K | 0.16% | 71 |
|