Johnson & White Wealth Management, LLC
- SEC CIK
- 0001954136
- Latest filing
- Jul 16, 2026
CVLY holding history
Codorus Valley Bancorp Inc in every 13F filed by Johnson & White Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CVLY overviewAll 13F holders of CVLYFull Q2 2026 holdings
- Shares (Q2 2024)
- 0
- Sold out in Q2 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2024 | 0 | $0 | 0.0% | −9,892−100.0% | Sold out | Holders |
| Q1 2024 | 9,892 | $225.0K | 0.2% | +236+2.4% | Added | Holders |
| Q4 2023 | 9,656 | $248.0K | 0.2% | +9,656 | New | Holders |
| Q2 2023 | 0 | $0 | 0.0% | −9,655−100.0% | Sold out | Holders |
| Q1 2023 | 9,655 | $200.0K | 0.2% | +8,547+771.4% | Added | Holders |
| Q4 2022 | 1,108 | $295.0K | 0.4% | −10,004−90.0% | Reduced | Holders |
| Q3 2022 | 11,112 | $209.0K | 0.2% | – | No prior filing | Holders |