Bartlett & Co Wealth Management’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $110K | Sell |
225
-25
| -10% | -$12.2K | ﹤0.01% | 529 |
|
|
2025
Q1 | $154K | Hold |
250
| – | – | ﹤0.01% | 476 |
|
|
2024
Q4 | $132K | Hold |
250
| – | – | ﹤0.01% | 504 |
|
|
2024
Q3 | $150K | Hold |
250
| – | – | ﹤0.01% | 486 |
|
|
2024
Q2 | $136K | Sell |
250
-25
| -9% | -$13.6K | ﹤0.01% | 492 |
|
|
2024
Q1 | $177K | Hold |
275
| – | – | ﹤0.01% | 466 |
|
|
2023
Q4 | $161K | Hold |
275
| – | – | ﹤0.01% | 500 |
|
|
2023
Q3 | $143K | Hold |
275
| – | – | ﹤0.01% | 491 |
|
|
2023
Q2 | $149K | Sell |
275
-30
| -10% | -$16.3K | ﹤0.01% | 489 |
|
|
2023
Q1 | $164K | Hold |
305
| – | – | ﹤0.01% | 402 |
|
|
2022
Q4 | $156K | Hold |
305
| – | – | ﹤0.01% | 414 |
|
|
2022
Q3 | $133K | Hold |
305
| – | – | ﹤0.01% | 425 |
|
|
2022
Q2 | $143K | Hold |
305
| – | – | ﹤0.01% | 412 |
|
|
2022
Q1 | $154K | Buy |
+305
| New | +$154K | ﹤0.01% | 419 |
|
|
2021
Q4 | – | Sell |
-305
| Closed | -$142K | – | 482 |
|
|
2021
Q3 | $142K | Hold |
305
| – | – | ﹤0.01% | 365 |
|
|
2021
Q2 | $145K | Hold |
305
| – | – | ﹤0.01% | 355 |
|
|
2021
Q1 | $140K | Hold |
305
| – | – | ﹤0.01% | 361 |
|
|
2020
Q4 | $162K | Buy |
+305
| New | +$162K | ﹤0.01% | 347 |
|