Advisory Services Network’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.18M | Buy |
3,136
+594
| +23% | +$254K | 0.02% | 847 |
|
|
2025
Q4 | $1.09M | Buy |
2,542
+472
| +23% | +$205K | 0.02% | 853 |
|
|
2025
Q3 | $927K | Buy |
2,070
+216
| +12% | +$97.8K | 0.01% | 900 |
|
|
2025
Q2 | $764K | Buy |
1,854
+1,376
| +288% | +$784K | 0.01% | 945 |
|
|
2025
Q1 | $294K | Sell |
478
-4
| -0.8% | -$2.27K | 0.01% | 1309 |
|
|
2024
Q4 | $255K | Buy |
482
+56
| +13% | +$31.6K | ﹤0.01% | 1380 |
|
|
2024
Q3 | $231K | Hold |
426
| – | – | ﹤0.01% | 1315 |
|
|
2024
Q2 | $231K | Sell |
426
-587
| -58% | -$336K | ﹤0.01% | 1315 |
|
|
2024
Q1 | $650K | Hold |
1,013
| – | – | 0.01% | 849 |
|
|
2023
Q4 | $593K | Buy |
1,013
+32
| +3% | +$17.9K | 0.01% | 828 |
|
|
2023
Q3 | $510K | Buy |
981
+92
| +10% | +$47.8K | 0.01% | 904 |
|
|
2023
Q2 | $482K | Buy |
889
+398
| +81% | +$218K | 0.01% | 931 |
|
|
2023
Q1 | $264K | Buy |
491
+127
| +35% | +$64.8K | 0.01% | 1192 |
|
|
2022
Q4 | $186K | Buy |
+364
| New | +$177K | 0.01% | 1305 |
|
|
2021
Q3 | – | Sell |
-198
| Closed | -$94K | – | 1709 |
|
|
2021
Q2 | $94K | Buy |
+198
| New | +$95.1K | ﹤0.01% | 1643 |
|
|
2021
Q1 | – | Sell |
-152
| Closed | -$82K | – | 1604 |
|
|
2020
Q4 | $82K | Sell |
152
-66
| -30% | -$32.4K | ﹤0.01% | 1422 |
|
|
2020
Q3 | $104K | Buy |
+218
| New | +$107K | ﹤0.01% | 1242 |
|
|
2020
Q2 | – | Sell |
-104
| Closed | -$45K | – | 1310 |
|
|
2020
Q1 | $45K | Buy |
104
+21
| +25% | +$9.38K | ﹤0.01% | 1442 |
|
|
2019
Q4 | $36K | Sell |
83
-2
| -2% | -$841 | ﹤0.01% | 1672 |
|
|
2019
Q3 | $30K | Hold |
85
| – | – | ﹤0.01% | 1607 |
|
|
2019
Q2 | $30K | Buy |
85
+46
| +118% | +$15.4K | ﹤0.01% | 1605 |
|
|
2019
Q1 | $13K | Buy |
39
+8
| +26% | +$2.46K | ﹤0.01% | 1759 |
|
|
2018
Q4 | $9K | Hold |
31
| – | – | ﹤0.01% | 1783 |
|
|
2018
Q3 | $10K | Hold |
31
| – | – | ﹤0.01% | 1801 |
|
|
2018
Q2 | $10K | Sell |
31
-6
| -16% | -$1.88K | ﹤0.01% | 1779 |
|
|
2018
Q1 | $10K | Buy |
37
+16
| +76% | +$4.24K | ﹤0.01% | 1858 |
|
|
2017
Q4 | $5K | Hold |
21
| – | – | ﹤0.01% | 2095 |
|
|
2017
Q3 | $4K | Hold |
21
| – | – | ﹤0.01% | 1947 |
|
|
2017
Q2 | $4K | Sell |
21
-22
| -51% | -$4.38K | ﹤0.01% | 1878 |
|
|
2017
Q1 | $8K | Buy |
+43
| New | +$7.5K | ﹤0.01% | 1540 |
|
Other funds holding CHE
VPM
VCM
