Carolina Wealth Advisors, LLC
Holdings in CHCO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $5,261,130 | 44,137 | Shares | Sole | 2026-01-21 |
| 2025-09-30 | $5,586,908 | 45,103 | Shares | Sole | 2025-10-07 |
| 2025-06-30 | $5,656,905 | 46,209 | Shares | Sole | 2025-07-22 |
| 2025-03-31 | $5,304,005 | 45,152 | Shares | Sole | 2025-04-24 |
| 2024-12-31 | $5,428,872 | 45,821 | Shares | Sole | 2025-01-14 |
| 2024-09-30 | $5,469,317 | 46,591 | Shares | Sole | 2024-10-21 |
| 2024-06-30 | $5,176,393 | 48,719 | Shares | Sole | 2024-07-12 |
| 2024-03-31 | $4,645,189 | 44,571 | Shares | Sole | 2024-04-05 |
| 2023-12-31 | $5,216,731 | 47,313 | Shares | Sole | 2024-01-23 |
| 2023-09-30 | $4,281,325 | 47,386 | Shares | Sole | 2023-10-17 |
| 2023-06-30 | $4,091,125 | 45,462 | Shares | Sole | 2023-07-17 |
| 2023-03-31 | $4,091,417 | 45,020 | Shares | Sole | 2023-04-14 |
| 2022-12-31 | $4,140,084 | 44,474 | Shares | Sole | 2023-01-10 |
| 2022-09-30 | $3,998,677 | 45,086 | Shares | Sole | 2022-10-14 |
| 2022-06-30 | $3,557,216 | 44,532 | Shares | Sole | 2022-07-19 |
| 2022-03-31 | $3,494,673 | 44,405 | Shares | Sole | 2022-04-18 |
| 2021-12-31 | $3,557,783 | 43,499 | Shares | Sole | 2022-01-24 |
| 2021-09-30 | $3,198,049 | 41,048 | Shares | Sole | 2021-10-22 |
| 2021-06-30 | $3,009,825 | 40,003 | Shares | Sole | 2021-07-22 |
| 2021-03-31 | $3,146,812 | 38,479 | Shares | Sole | 2021-04-09 |
| 2020-12-31 | $2,557,909 | 36,778 | Shares | Sole | 2021-01-29 |
| 2020-09-30 | $2,322,777 | 40,319 | Shares | Sole | 2020-10-19 |
| 2020-06-30 | $2,640,362 | 40,515 | Shares | Sole | 2020-07-31 |
| 2020-03-31 | $2,676,169 | 40,225 | Shares | Sole | 2020-04-09 |