CAPTRUST Financial Advisors’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.4M | Buy |
14,290
+1,132
| +9% | +$485K | 0.01% | 737 |
|
|
2025
Q4 | $5.63M | Buy |
13,158
+10,066
| +326% | +$4.38M | 0.01% | 634 |
|
|
2025
Q3 | $1.38M | Buy |
3,092
+742
| +32% | +$336K | ﹤0.01% | 1239 |
|
|
2025
Q2 | $1.14M | Buy |
2,350
+153
| +7% | +$87.2K | ﹤0.01% | 1273 |
|
|
2025
Q1 | $1.35M | Sell |
2,197
-490
| -18% | -$279K | ﹤0.01% | 1117 |
|
|
2024
Q4 | $1.42M | Sell |
2,687
-122
| -4% | -$68.8K | ﹤0.01% | 1047 |
|
|
2024
Q3 | $1.69M | Sell |
2,809
-7
| -0.2% | -$3.97K | 0.01% | 922 |
|
|
2024
Q2 | $1.53M | Buy |
2,816
+11
| +0.4% | +$6.3K | ﹤0.01% | 940 |
|
|
2024
Q1 | $1.8M | Sell |
2,805
-1,306
| -32% | -$793K | 0.01% | 845 |
|
|
2023
Q4 | $2.4M | Buy |
4,111
+46
| +1% | +$25.7K | 0.01% | 834 |
|
|
2023
Q3 | $2.11M | Buy |
4,065
+640
| +19% | +$333K | 0.01% | 838 |
|
|
2023
Q2 | $1.86M | Buy |
3,425
+731
| +27% | +$400K | 0.01% | 865 |
|
|
2023
Q1 | $1.45M | Sell |
2,694
-28
| -1% | -$14.3K | 0.01% | 861 |
|
|
2022
Q4 | $1.39M | Sell |
2,722
-146
| -5% | -$71.1K | 0.01% | 835 |
|
|
2022
Q3 | $1.25M | Sell |
2,868
-60
| -2% | -$28.9K | 0.01% | 833 |
|
|
2022
Q2 | $1.37M | Buy |
2,928
+204
| +7% | +$99.5K | 0.01% | 713 |
|
|
2022
Q1 | $1.38M | Sell |
2,724
-334
| -11% | -$160K | 0.01% | 713 |
|
|
2021
Q4 | $1.62M | Sell |
3,058
-149
| -5% | -$71.5K | 0.01% | 625 |
|
|
2021
Q3 | $1.49M | Sell |
3,207
-1,623
| -34% | -$765K | 0.01% | 605 |
|
|
2021
Q2 | $2.29M | Sell |
4,830
-1,238
| -20% | -$594K | 0.02% | 464 |
|
|
2021
Q1 | $2.79M | Buy |
6,068
+95
| +2% | +$46.6K | 0.03% | 384 |
|
|
2020
Q4 | $3.18M | Sell |
5,973
-17
| -0.3% | -$8.35K | 0.04% | 316 |
|
|
2020
Q3 | $2.88M | Sell |
5,990
-216
| -3% | -$106K | 0.05% | 287 |
|
|
2020
Q2 | $2.85M | Buy |
6,206
+90
| +1% | +$40.2K | 0.05% | 296 |
|
|
2020
Q1 | $2.45M | Sell |
6,116
-9
| -0.1% | -$4.02K | 0.05% | 273 |
|
|
2019
Q4 | $2.7M | Buy |
6,125
+5,776
| +1,655% | +$2.43M | 0.04% | 322 |
|
|
2019
Q3 | $146K | Sell |
349
-6
| -2% | -$2.45K | 0.01% | 645 |
|
|
2019
Q2 | $128K | Sell |
355
-3
| -0.8% | -$1K | ﹤0.01% | 669 |
|
|
2019
Q1 | $115K | Sell |
358
-15
| -4% | -$4.61K | ﹤0.01% | 648 |
|
|
2018
Q4 | $106K | Buy |
373
+91
| +32% | +$27.5K | 0.01% | 569 |
|
|
2018
Q3 | $90K | Sell |
282
-27
| -9% | -$8.6K | ﹤0.01% | 632 |
|
|
2018
Q2 | $99K | Sell |
309
-35
| -10% | -$11K | 0.01% | 515 |
|
|
2018
Q1 | $92K | Buy |
344
+210
| +157% | +$55.6K | 0.01% | 469 |
|
|
2017
Q4 | $33K | Buy |
+134
| New | +$30.4K | ﹤0.01% | 671 |
|
Other funds holding CHE
VPM
VCM
