Bartlett & Co Wealth Management’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $101K | Hold |
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|
2025
Q2 | $110K | Sell |
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|
2025
Q1 | $154K | Hold |
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|
2024
Q4 | $132K | Hold |
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|
2024
Q3 | $150K | Hold |
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|
2024
Q2 | $136K | Sell |
|
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|
2024
Q1 | $177K | Hold |
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|
2023
Q4 | $161K | Hold |
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|
2023
Q3 | $143K | Hold |
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|
2023
Q2 | $149K | Sell |
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|
2023
Q1 | $164K | Hold |
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|
2022
Q4 | $156K | Hold |
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|
2022
Q3 | $133K | Hold |
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|
2022
Q2 | $143K | Hold |
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|
2022
Q1 | $154K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $142K | Hold |
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|
2021
Q2 | $145K | Hold |
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|
2021
Q1 | $140K | Hold |
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|
2020
Q4 | $162K | Buy |
|