Carson Wealth (CWM LLC)’s Chemed CHE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $917K | Buy |
1,884
+1,463
| +348% | +$712K | ﹤0.01% | 1281 |
|
|
2025
Q1 | $259K | Buy |
421
+36
| +9% | +$22.1K | ﹤0.01% | 1755 |
|
|
2024
Q4 | $204K | Sell |
385
-100
| -21% | -$53K | ﹤0.01% | 1807 |
|
|
2024
Q3 | $291K | Buy |
485
+88
| +22% | +$52.8K | ﹤0.01% | 1553 |
|
|
2024
Q2 | $215K | Buy |
397
+62
| +19% | +$33.6K | ﹤0.01% | 1549 |
|
|
2024
Q1 | $215K | Buy |
335
+26
| +8% | +$16.7K | ﹤0.01% | 1482 |
|
|
2023
Q4 | $181K | Sell |
309
-55
| -15% | -$32.2K | ﹤0.01% | 1462 |
|
|
2023
Q3 | $189K | Buy |
364
+11
| +3% | +$5.71K | ﹤0.01% | 1335 |
|
|
2023
Q2 | $191K | Buy |
353
+27
| +8% | +$14.6K | ﹤0.01% | 1270 |
|
|
2023
Q1 | $175K | Buy |
326
+6
| +2% | +$3.22K | ﹤0.01% | 1247 |
|
|
2022
Q4 | $163K | Sell |
320
-10
| -3% | -$5.09K | ﹤0.01% | 1175 |
|
|
2022
Q3 | $144K | Buy |
330
+28
| +9% | +$12.2K | ﹤0.01% | 1175 |
|
|
2022
Q2 | $142K | Sell |
302
-3
| -1% | -$1.41K | ﹤0.01% | 1173 |
|
|
2022
Q1 | $154K | Buy |
305
+27
| +10% | +$13.6K | ﹤0.01% | 1151 |
|
|
2021
Q4 | $147K | Buy |
+278
| New | +$147K | ﹤0.01% | 1155 |
|
|
2021
Q2 | $109K | Hold |
229
| – | – | ﹤0.01% | 1100 |
|
|
2021
Q1 | $109K | Hold |
229
| – | – | ﹤0.01% | 1100 |
|
|
2020
Q4 | $109K | Hold |
229
| – | – | ﹤0.01% | 1100 |
|
|
2020
Q3 | $109K | Hold |
229
| – | – | ﹤0.01% | 1100 |
|
|
2020
Q2 | $109K | Hold |
229
| – | – | ﹤0.01% | 1100 |
|
|
2020
Q1 | $109K | Hold |
229
| – | – | ﹤0.01% | 1100 |
|
|
2019
Q4 | $109K | Hold |
229
| – | – | ﹤0.01% | 1100 |
|
|
2019
Q3 | $109K | Hold |
229
| – | – | ﹤0.01% | 1100 |
|
|
2019
Q2 | $109K | Hold |
229
| – | – | ﹤0.01% | 1100 |
|
|
2019
Q1 | $109K | Buy |
229
+227
| +11,350% | +$108K | ﹤0.01% | 1100 |
|
|
2018
Q4 | $1K | Hold |
2
| – | – | ﹤0.01% | 1850 |
|
|
2018
Q3 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 1622 |
|
|
2014
Q3 | – | Sell |
-3,891
| Closed | -$365K | – | 180 |
|
|
2014
Q2 | $365K | Buy |
+3,891
| New | +$365K | 0.07% | 133 |
|