Prestige Wealth Management Group’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
$38.4K Hold
314
0.01% 284
2025
Q1
$36.9K Hold
314
0.01% 285
2024
Q4
$37.2K Hold
314
0.01% 290
2024
Q3
$36.9K Hold
314
0.01% 274
2024
Q2
$33.4K Hold
314
0.01% 264
2024
Q1
$32.7K Hold
314
0.01% 289
2023
Q4
$34.6K Sell
314
-15
-5% -$1.65K 0.01% 280
2023
Q3
$29.7K Buy
329
+15
+5% +$1.36K 0.01% 285
2023
Q2
$28.3K Hold
314
0.01% 318
2023
Q1
$28.5K Hold
314
0.01% 290
2022
Q4
$29.2K Hold
314
0.01% 304
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% -$1.75K 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% +$1.7K 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% -$1.91K 0.01% 253
2018
Q4
$23K Buy
+339
New +$23K 0.02% 279