AssetMark Inc
CHE icon

AssetMark Inc’s Chemed CHE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$11.2K Buy
23
+5
+28% +$2.44K ﹤0.01% 1933
2025
Q1
$11.1K Buy
18
+4
+29% +$2.46K ﹤0.01% 1830
2024
Q4
$7.42K Sell
14
-1
-7% -$530 ﹤0.01% 1850
2024
Q3
$9.02K Buy
+15
New +$9.02K ﹤0.01% 1640
2022
Q1
Sell
-2
Closed -$1K 1564
2021
Q4
$1K Hold
2
﹤0.01% 1417
2021
Q3
$1K Buy
+2
New +$1K ﹤0.01% 1309
2021
Q2
Sell
-2
Closed -$1K 1343
2021
Q1
$1K Buy
+2
New +$1K ﹤0.01% 1224
2020
Q2
Sell
-43
Closed -$19K 1280
2020
Q1
$19K Sell
43
-8,371
-99% -$3.7M ﹤0.01% 878
2019
Q4
$3.7M Buy
8,414
+8,371
+19,467% +$3.68M 0.03% 272
2019
Q3
$18K Hold
43
﹤0.01% 896
2019
Q2
$16K Hold
43
﹤0.01% 913
2019
Q1
$14K Sell
43
-8
-16% -$2.61K ﹤0.01% 939
2018
Q4
$14K Hold
51
﹤0.01% 946
2018
Q3
$16K Hold
51
﹤0.01% 968
2018
Q2
$16K Hold
51
﹤0.01% 970
2018
Q1
$14K Sell
51
-190
-79% -$52.2K ﹤0.01% 986
2017
Q4
$59K Sell
241
-2,196
-90% -$538K ﹤0.01% 738
2017
Q3
$492K Buy
2,437
+2,406
+7,761% +$486K 0.01% 356
2017
Q2
$6K Sell
31
-18
-37% -$3.48K ﹤0.01% 1080
2017
Q1
$9K Sell
49
-3
-6% -$551 ﹤0.01% 986
2016
Q4
$8K Buy
52
+1
+2% +$154 ﹤0.01% 998
2016
Q3
$7K Buy
+51
New +$7K ﹤0.01% 1009