Commonwealth Equity Services’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 | – | Sell |
-734
| Closed | -$314K | – | 4333 |
|
|
2025
Q4 | $314K | Buy |
734
+22
| +3% | +$9.58K | ﹤0.01% | 3617 |
|
|
2025
Q3 | $319K | Sell |
712
-73
| -9% | -$33.1K | ﹤0.01% | 3581 |
|
|
2025
Q2 | $382K | Buy |
785
+102
| +15% | +$58.1K | ﹤0.01% | 3383 |
|
|
2025
Q1 | $421K | Buy |
683
+24
| +4% | +$13.6K | ﹤0.01% | 3178 |
|
|
2024
Q4 | $349K | Sell |
659
-8,520
| -93% | -$4.8M | ﹤0.01% | 3282 |
|
|
2024
Q3 | $5.52M | Buy |
9,179
+8,719
| +1,895% | +$4.94M | 0.01% | 1154 |
|
|
2024
Q2 | $250K | Sell |
460
-7
| -1% | -$4.01K | ﹤0.01% | 3462 |
|
|
2024
Q1 | $300K | Buy |
467
+30
| +7% | +$18.2K | ﹤0.01% | 3276 |
|
|
2023
Q4 | $256K | Buy |
437
+39
| +10% | +$21.8K | ﹤0.01% | 3305 |
|
|
2023
Q3 | $207K | Sell |
398
-19
| -5% | -$9.88K | ﹤0.01% | 3351 |
|
|
2023
Q2 | $226K | Buy |
+417
| New | +$228K | ﹤0.01% | 3296 |
|
|
2021
Q3 | – | Sell |
-482
| Closed | -$228K | – | 3589 |
|
|
2021
Q2 | $228K | Buy |
482
+8
| +2% | +$3.84K | ﹤0.01% | 3149 |
|
|
2021
Q1 | $217K | Sell |
474
-81
| -15% | -$39.7K | ﹤0.01% | 3063 |
|
|
2020
Q4 | $295K | Buy |
555
+19
| +4% | +$9.34K | ﹤0.01% | 2600 |
|
|
2020
Q3 | $257K | Buy |
536
+2
| +0.4% | +$981 | ﹤0.01% | 2494 |
|
|
2020
Q2 | $240K | Sell |
534
-2
| -0.4% | -$893 | ﹤0.01% | 2447 |
|
|
2020
Q1 | $232K | Sell |
536
-57
| -10% | -$25.5K | ﹤0.01% | 2255 |
|
|
2019
Q4 | $260K | Sell |
593
-46
| -7% | -$19.4K | ﹤0.01% | 2424 |
|
|
2019
Q3 | $266K | Hold |
639
| – | – | ﹤0.01% | 2346 |
|
|
2019
Q2 | $230K | Hold |
639
| – | – | ﹤0.01% | 2407 |
|
|
2019
Q1 | $204K | Sell |
639
-109
| -15% | -$33.5K | ﹤0.01% | 2449 |
|
|
2018
Q4 | $211K | Buy |
748
+89
| +14% | +$26.9K | ﹤0.01% | 2285 |
|
|
2018
Q3 | $210K | Buy |
+659
| New | +$210K | ﹤0.01% | 2463 |
|
|
2016
Q4 | – | Sell |
-6,598
| Closed | -$931K | – | 2322 |
|
|
2016
Q3 | $931K | Sell |
6,598
-46
| -0.7% | -$6.4K | 0.01% | 1045 |
|
|
2016
Q2 | $906K | Buy |
+6,644
| New | +$881K | 0.01% | 1034 |
|
Other funds holding CHE
VPM
VCM