Heritage Wealth Advisors’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
2026 Q1	$49.6K	Sell	415 -166	-29%	-$20.2K	﹤0.01%	329
2025 Q4	$69.3K	Hold	581	–	–	﹤0.01%	287
2025 Q3	$72K	Hold	581	–	–	﹤0.01%	272
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%	-$8.22K	﹤0.01%	292
2024 Q1	$68.9K	Sell	661 -400	-38%	-$41.3K	﹤0.01%	298
2023 Q4	$117K	Sell	1,061 -79	-7%	-$7.73K	0.01%	251
2023 Q3	$103K	Sell	1,140 -300	-21%	-$27.8K	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%	-$6.93K	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%	-$7.22K	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%	-$16.2K	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%	-$4.91K	0.02%	192
2019 Q3	$145K	Sell	1,914 -66	-3%	-$4.98K	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%	-$5.44K	0.03%	142
2018 Q3	$157K	Buy	+2,054	New	+$163K	0.03%	132
2017 Q1	–	Sell	-3,702	Closed	-$250K	–	95
2016 Q4	$250K	Buy	+3,702	New	+$215K	0.16%	71