Coldstream Capital Management’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 | $367K | Buy |
972
+60
| +7% | +$25.7K | ﹤0.01% | 852 |
|
|
2025
Q4 | $390K | Sell |
912
-99
| -10% | -$43.1K | 0.01% | 809 |
|
|
2025
Q3 | $453K | Buy |
1,011
+21
| +2% | +$9.51K | 0.01% | 781 |
|
|
2025
Q2 | $482K | Sell |
990
-26
| -3% | -$14.8K | 0.01% | 677 |
|
|
2025
Q1 | $625K | Buy |
1,016
+17
| +2% | +$9.66K | 0.01% | 509 |
|
|
2024
Q4 | $529K | Buy |
999
+5
| +0.5% | +$2.82K | 0.01% | 588 |
|
|
2024
Q3 | $597K | Sell |
994
-7
| -0.7% | -$3.97K | 0.01% | 548 |
|
|
2024
Q2 | $543K | Buy |
1,001
+13
| +1% | +$7.45K | 0.01% | 524 |
|
|
2024
Q1 | $634K | Buy |
988
+2
| +0.2% | +$1.22K | 0.02% | 469 |
|
|
2023
Q4 | $576K | Sell |
986
-1
| -0.1% | -$560 | 0.02% | 446 |
|
|
2023
Q3 | $513K | Sell |
987
-34
| -3% | -$17.7K | 0.02% | 412 |
|
|
2023
Q2 | $553K | Sell |
1,021
-2
| -0.2% | -$1.09K | 0.02% | 413 |
|
|
2023
Q1 | $550K | Buy |
1,023
+16
| +2% | +$8.16K | 0.02% | 406 |
|
|
2022
Q4 | $514K | Buy |
+1,007
| New | +$490K | 0.02% | 419 |
|
|
2022
Q2 | $492K | Sell |
1,049
-53
| -5% | -$25.9K | 0.02% | 395 |
|
|
2022
Q1 | $558K | Sell |
1,102
-22
| -2% | -$10.6K | 0.02% | 349 |
|
|
2021
Q4 | $595K | Buy |
1,124
+198
| +21% | +$95.1K | 0.02% | 359 |
|
|
2021
Q3 | $445K | Buy |
926
+59
| +7% | +$27.8K | 0.02% | 263 |
|
|
2021
Q2 | $411K | Sell |
867
-9
| -1% | -$4.32K | 0.02% | 309 |
|
|
2021
Q1 | $402K | Sell |
876
-42
| -5% | -$20.6K | 0.02% | 254 |
|
|
2020
Q4 | $489K | Buy |
918
+10
| +1% | +$4.91K | 0.03% | 219 |
|
|
2020
Q3 | $436K | Sell |
908
-17
| -2% | -$8.34K | 0.04% | 203 |
|
|
2020
Q2 | $417K | Buy |
925
+1
| +0.1% | +$446 | 0.04% | 197 |
|
|
2020
Q1 | $400K | Sell |
924
-220
| -19% | -$98.2K | 0.04% | 188 |
|
|
2019
Q4 | $502K | Buy |
1,144
+4
| +0.4% | +$1.68K | 0.04% | 203 |
|
|
2019
Q3 | $476K | Hold |
1,140
| – | – | 0.04% | 199 |
|
|
2019
Q2 | $411K | Sell |
1,140
-23
| -2% | -$7.69K | 0.03% | 215 |
|
|
2019
Q1 | $372K | Sell |
1,163
-14
| -1% | -$4.3K | 0.03% | 217 |
|
|
2018
Q4 | $333K | Buy |
1,177
+20
| +2% | +$6.04K | 0.03% | 228 |
|
|
2018
Q3 | $370K | Buy |
1,157
+11
| +1% | +$3.5K | 0.03% | 238 |
|
|
2018
Q2 | $369K | Hold |
1,146
| – | – | 0.04% | 225 |
|
|
2018
Q1 | $313K | Hold |
1,146
| – | – | 0.03% | 233 |
|
|
2017
Q4 | $279K | Buy |
1,146
+25
| +2% | +$5.68K | 0.03% | 249 |
|
|
2017
Q3 | $227K | Hold |
1,121
| – | – | 0.03% | 272 |
|
|
2017
Q2 | $229K | Buy |
+1,121
| New | +$223K | 0.03% | 249 |
|
Other funds holding CHE
VPM
VCM
