Berger Financial Group’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $207K | Sell |
424
-10
| -2% | -$4.87K | 0.01% | 398 |
|
2025
Q1 | $267K | Sell |
434
-17
| -4% | -$10.5K | 0.02% | 355 |
|
2024
Q4 | $239K | Sell |
451
-4
| -0.9% | -$2.12K | 0.02% | 365 |
|
2024
Q3 | $273K | Sell |
455
-25
| -5% | -$15K | 0.02% | 326 |
|
2024
Q2 | $260K | Hold |
480
| – | – | 0.02% | 312 |
|
2024
Q1 | $308K | Sell |
480
-6
| -1% | -$3.85K | 0.03% | 276 |
|
2023
Q4 | $284K | Hold |
486
| – | – | 0.03% | 239 |
|
2023
Q3 | $253K | Buy |
486
+14
| +3% | +$7.28K | 0.03% | 234 |
|
2023
Q2 | $256K | Buy |
472
+25
| +6% | +$13.6K | 0.03% | 241 |
|
2023
Q1 | $241K | Buy |
447
+12
| +3% | +$6.46K | 0.03% | 241 |
|
2022
Q4 | $222K | Buy |
+435
| New | +$222K | 0.03% | 240 |
|