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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71.1K | Hold |
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|
2025
Q1 | $68.3K | Hold |
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|
2024
Q4 | $68.8K | Hold |
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|
2024
Q3 | $68.2K | Hold |
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|
2024
Q2 | $61.7K | Sell |
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|
2024
Q1 | $68.9K | Sell |
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|
2023
Q4 | $117K | Sell |
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|
2023
Q3 | $103K | Sell |
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|
2023
Q2 | $130K | Hold |
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|
2023
Q1 | $131K | Hold |
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|
2022
Q4 | $134K | Sell |
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|
2022
Q3 | $134K | Hold |
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|
2022
Q2 | $121K | Hold |
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|
2022
Q1 | $119K | Hold |
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|
2021
Q4 | $124K | Sell |
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|
2021
Q3 | $125K | Hold |
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|
2021
Q2 | $121K | Hold |
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|
2021
Q1 | $131K | Hold |
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|
2020
Q4 | $111K | Sell |
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|
2020
Q3 | $107K | Hold |
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|
2020
Q2 | $121K | Hold |
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|
2020
Q1 | $123K | Hold |
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|
2019
Q4 | $152K | Sell |
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|
2019
Q3 | $145K | Sell |
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|
2019
Q2 | $151K | Hold |
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|
2019
Q1 | $151K | Hold |
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|
2018
Q4 | $133K | Sell |
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|
2018
Q3 | $157K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $250K | Buy |
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