AWM
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Axxcess Wealth Management’s Chemed CHE Stock Holding History

Axxcess Wealth Management’s Portfolio CHE Stock Details CHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-393
Closed -$242K – 887
2025
Q1 		$242K Buy
393
+11
+3% +$6.25K 0.01% 759
2024
Q4 		$202K Sell
382
-3
-0.8% -$1.69K ﹤0.01% 818
2024
Q3 		$231K Sell
385
-10
-3% -$5.67K 0.01% 786
2024
Q2 		$214K Sell
395
-6
-1% -$3.44K 0.01% 776
2024
Q1 		$257K Hold
401
– – 0.01% 718
2023
Q4 		$235K Sell
401
-639
-61% -$358K 0.01% 732
2023
Q3 		$541K Buy
1,040
+159
+18% +$82.7K 0.02% 450
2023
Q2 		$477K Sell
881
-1,237
-58% -$676K 0.03% 360
2023
Q1 		$1.14M Buy
2,118
+372
+21% +$190K 0.09% 207
2022
Q4 		$891K Buy
+1,746
New +$850K 0.07% 243
2022
Q2 		– Sell
-488
Closed -$247K – 559
2022
Q1 		$247K Sell
488
-31
-6% -$14.9K 0.02% 528
2021
Q4 		$275K Buy
+519
New +$249K 0.02% 502

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Impax Asset Management Group
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Acadian Asset Management
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