Back to CHCO
Carolina Wealth Advisors, LLC → CHCO
Carolina Wealth Advisors, LLC CHCO Position History
City Holding Company • Financial Services
Quarters held
4
Latest value
$323K
Q3 2026
Peak value
$5.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $5.3M |
| Q1 2026 | $279K |
| Q2 2026 | $303K |
| Q3 2026 | $323K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $323K | 2.3K | — | — |
| Q2 2026 | $303K | 2.3K | — | — |
| Q1 2026 | $279K | 2.3K | — | — |
| Q4 2025 | $5.3M | 44.1K | — | — |
Other funds holding CHCO
$101.5M
$101.5M
$83.1M
$41.6M
$32.7M
$31.9M
Other Carolina Wealth Advisors, LLC positions
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SCHW-PJ
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SCHW-PJ
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SCHW-PJ
$12MSCHWAB US TIPS ETF
LEO
$10.4MBNY MELLON US LARGE CAP CORE EQUITY ETF