Axxcess Wealth Management’s Chemed CHE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-393
| Closed | -$242K | – | 887 |
|
|
2025
Q1 | $242K | Buy |
393
+11
| +3% | +$6.77K | 0.01% | 758 |
|
|
2024
Q4 | $202K | Sell |
382
-3
| -0.8% | -$1.59K | ﹤0.01% | 817 |
|
|
2024
Q3 | $231K | Sell |
385
-10
| -3% | -$6.01K | 0.01% | 785 |
|
|
2024
Q2 | $214K | Sell |
395
-6
| -1% | -$3.26K | 0.01% | 775 |
|
|
2024
Q1 | $257K | Hold |
401
| – | – | 0.01% | 716 |
|
|
2023
Q4 | $235K | Sell |
401
-639
| -61% | -$374K | 0.01% | 730 |
|
|
2023
Q3 | $541K | Buy |
1,040
+159
| +18% | +$82.6K | 0.02% | 450 |
|
|
2023
Q2 | $477K | Sell |
881
-1,237
| -58% | -$670K | 0.03% | 359 |
|
|
2023
Q1 | $1.14M | Buy |
2,118
+372
| +21% | +$200K | 0.09% | 204 |
|
|
2022
Q4 | $891K | Buy |
+1,746
| New | +$891K | 0.07% | 243 |
|
|
2022
Q2 | – | Sell |
-488
| Closed | -$247K | – | 555 |
|
|
2022
Q1 | $247K | Sell |
488
-31
| -6% | -$15.7K | 0.02% | 523 |
|
|
2021
Q4 | $275K | Buy |
+519
| New | +$275K | 0.02% | 498 |
|