Atria Investments’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 | $638K | Sell |
1,688
-442
| -21% | -$189K | 0.01% | 1312 |
|
|
2025
Q4 | $911K | Sell |
2,130
-1,871
| -47% | -$815K | 0.01% | 1119 |
|
|
2025
Q3 | $1.79M | Sell |
4,001
-258
| -6% | -$117K | 0.02% | 769 |
|
|
2025
Q2 | $2.07M | Buy |
4,259
+25
| +0.6% | +$14.2K | 0.02% | 709 |
|
|
2025
Q1 | $2.61M | Buy |
4,234
+112
| +3% | +$63.7K | 0.03% | 601 |
|
|
2024
Q4 | $2.18M | Sell |
4,122
-666
| -14% | -$375K | 0.03% | 643 |
|
|
2024
Q3 | $2.88M | Sell |
4,788
-94
| -2% | -$53.3K | 0.04% | 549 |
|
|
2024
Q2 | $2.65M | Buy |
4,882
+1,085
| +29% | +$621K | 0.03% | 545 |
|
|
2024
Q1 | $2.44M | Sell |
3,797
-285
| -7% | -$173K | 0.03% | 578 |
|
|
2023
Q4 | $2.39M | Buy |
4,082
+546
| +15% | +$306K | 0.04% | 530 |
|
|
2023
Q3 | $1.84M | Buy |
3,536
+14
| +0.4% | +$7.28K | 0.03% | 599 |
|
|
2023
Q2 | $1.91M | Sell |
3,522
-252
| -7% | -$138K | 0.03% | 573 |
|
|
2023
Q1 | $2.03M | Sell |
3,774
-159
| -4% | -$81.1K | 0.04% | 530 |
|
|
2022
Q4 | $2.01M | Sell |
3,933
-102
| -3% | -$49.7K | 0.04% | 509 |
|
|
2022
Q3 | $1.76M | Buy |
4,035
+344
| +9% | +$165K | 0.04% | 523 |
|
|
2022
Q2 | $1.73M | Sell |
3,691
-11
| -0.3% | -$5.37K | 0.04% | 547 |
|
|
2022
Q1 | $1.88M | Buy |
3,702
+227
| +7% | +$109K | 0.03% | 597 |
|
|
2021
Q4 | $1.84M | Buy |
3,475
+503
| +17% | +$241K | 0.03% | 601 |
|
|
2021
Q3 | $1.38M | Sell |
2,972
-815
| -22% | -$384K | 0.03% | 670 |
|
|
2021
Q2 | $1.8M | Buy |
3,787
+557
| +17% | +$267K | 0.03% | 545 |
|
|
2021
Q1 | $1.49M | Buy |
3,230
+196
| +6% | +$96.1K | 0.03% | 558 |
|
|
2020
Q4 | $1.62M | Sell |
3,034
-206
| -6% | -$101K | 0.04% | 490 |
|
|
2020
Q3 | $1.56M | Buy |
+3,240
| New | +$1.59M | 0.05% | 414 |
|
|
2020
Q2 | – | Sell |
-2,163
| Closed | -$937K | – | 571 |
|
|
2020
Q1 | $937K | Buy |
2,163
+310
| +17% | +$138K | 0.07% | 236 |
|
|
2019
Q4 | $814K | Buy |
1,853
+177
| +11% | +$74.5K | 0.02% | 613 |
|
|
2019
Q3 | $700K | Buy |
1,676
+599
| +56% | +$245K | 0.02% | 508 |
|
|
2019
Q2 | $459K | Buy |
1,077
+422
| +64% | +$141K | 0.02% | 612 |
|
|
2019
Q1 | $210K | Sell |
655
-721
| -52% | -$221K | 0.01% | 849 |
|
|
2018
Q4 | $390K | Buy |
1,376
+47
| +4% | +$14.2K | 0.02% | 583 |
|
|
2018
Q3 | $425K | Buy |
1,329
+299
| +29% | +$95.3K | 0.02% | 644 |
|
|
2018
Q2 | $331K | Sell |
1,030
-111
| -10% | -$34.7K | 0.01% | 710 |
|
|
2018
Q1 | $311K | Buy |
+1,141
| New | +$302K | 0.02% | 664 |
|
Other funds holding CHE
VPM
VCM
