Ballentine Partners’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $383K | Sell |
786
-3
| -0.4% | -$1.46K | 0.01% | 583 |
|
|
2025
Q1 | $485K | Buy |
789
+85
| +12% | +$52.3K | 0.01% | 454 |
|
|
2024
Q4 | $373K | Buy |
704
+49
| +7% | +$26K | 0.01% | 512 |
|
|
2024
Q3 | $394K | Buy |
655
+26
| +4% | +$15.6K | 0.01% | 495 |
|
|
2024
Q2 | $341K | Sell |
629
-31
| -5% | -$16.8K | 0.01% | 516 |
|
|
2024
Q1 | $424K | Buy |
660
+22
| +3% | +$14.1K | 0.01% | 437 |
|
|
2023
Q4 | $373K | Buy |
638
+16
| +3% | +$9.36K | 0.01% | 437 |
|
|
2023
Q3 | $323K | Sell |
622
-17
| -3% | -$8.84K | 0.01% | 423 |
|
|
2023
Q2 | $346K | Buy |
639
+21
| +3% | +$11.4K | 0.01% | 413 |
|
|
2023
Q1 | $332K | Buy |
+618
| New | +$332K | 0.01% | 383 |
|