Cerity Partners’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Buy |
4,451
+3,133
| +238% | +$1.52M | ﹤0.01% | 1179 |
|
|
2025
Q1 | $811K | Buy |
1,318
+359
| +37% | +$221K | ﹤0.01% | 1518 |
|
|
2024
Q4 | $522K | Buy |
959
+110
| +13% | +$59.9K | ﹤0.01% | 1731 |
|
|
2024
Q3 | $510K | Buy |
849
+200
| +31% | +$120K | ﹤0.01% | 1761 |
|
|
2024
Q2 | $352K | Sell |
649
-462
| -42% | -$251K | ﹤0.01% | 1725 |
|
|
2024
Q1 | $713K | Buy |
1,111
+168
| +18% | +$108K | ﹤0.01% | 1432 |
|
|
2023
Q4 | $551K | Buy |
943
+499
| +112% | +$292K | ﹤0.01% | 1228 |
|
|
2023
Q3 | $231K | Sell |
444
-140
| -24% | -$72.8K | ﹤0.01% | 1237 |
|
|
2023
Q2 | $316K | Sell |
584
-16
| -3% | -$8.67K | ﹤0.01% | 1369 |
|
|
2023
Q1 | $324K | Buy |
600
+75
| +14% | +$40.4K | ﹤0.01% | 1502 |
|
|
2022
Q4 | $268K | Buy |
+525
| New | +$268K | ﹤0.01% | 1193 |
|
|
2022
Q1 | – | Sell |
-401
| Closed | -$215K | – | 967 |
|
|
2021
Q4 | $215K | Buy |
+401
| New | +$215K | ﹤0.01% | 909 |
|
|
2017
Q2 | – | Sell |
-2,248
| Closed | -$411K | – | 353 |
|
|
2017
Q1 | $411K | Buy |
+2,248
| New | +$411K | 0.03% | 279 |
|