Prestige Wealth Management Group’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	$37.5K	Hold	314	–	–	0.01%	279
2025 Q4	$37.4K	Hold	314	–	–	0.01%	280
2025 Q3	$38.9K	Hold	314	–	–	0.01%	292
2025 Q2	$38.4K	Hold	314	–	–	0.01%	286
2025 Q1	$36.9K	Hold	314	–	–	0.01%	286
2024 Q4	$37.2K	Hold	314	–	–	0.01%	291
2024 Q3	$36.9K	Hold	314	–	–	0.01%	275
2024 Q2	$33.4K	Hold	314	–	–	0.01%	267
2024 Q1	$32.7K	Hold	314	–	–	0.01%	291
2023 Q4	$34.6K	Sell	314 -15	-5%	-$1.47K	0.01%	283
2023 Q3	$29.7K	Buy	329 +15	+5%	+$1.39K	0.01%	288
2023 Q2	$28.3K	Hold	314	–	–	0.01%	321
2023 Q1	$28.5K	Hold	314	–	–	0.01%	291
2022 Q4	$29.2K	Hold	314	–	–	0.01%	306
2022 Q3	$28K	Hold	314	–	–	0.01%	274
2022 Q2	$25K	Hold	314	–	–	0.01%	301
2022 Q1	$25K	Hold	314	–	–	0.01%	309
2021 Q4	$26K	Hold	314	–	–	0.01%	336
2021 Q3	$24K	Hold	314	–	–	0.01%	341
2021 Q2	$24K	Hold	314	–	–	0.01%	331
2021 Q1	$26K	Hold	314	–	–	0.01%	318
2020 Q4	$22K	Sell	314 -25	-7%	-$1.62K	0.01%	338
2020 Q3	$19K	Hold	339	–	–	0.01%	357
2020 Q2	$22K	Hold	339	–	–	0.01%	313
2020 Q1	$23K	Buy	339 +25	+8%	+$1.84K	0.01%	260
2019 Q4	$26K	Hold	314	–	–	0.01%	257
2019 Q3	$24K	Hold	314	–	–	0.01%	258
2019 Q2	$24K	Hold	314	–	–	0.01%	249
2019 Q1	$24K	Sell	314 -25	-7%	-$1.86K	0.01%	253
2018 Q4	$23K	Buy	+339	New	+$24.9K	0.02%	279