Brass Tax 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 | – | Sell |
-400
| Closed | -$246K | – | 229 |
|
|
2025
Q1 | $246K | Hold |
400
| – | – | 0.05% | 181 |
|
|
2024
Q4 | $212K | Hold |
400
| – | – | 0.04% | 196 |
|
|
2024
Q3 | $240K | Hold |
400
| – | – | 0.05% | 175 |
|
|
2024
Q2 | $217K | Hold |
400
| – | – | 0.09% | 132 |
|
|
2024
Q1 | $257K | Buy |
+400
| New | +$257K | 0.13% | 94 |
|