Corient Private Wealth’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.1M | Buy |
2,262
+125
| +6% | +$60.9K | ﹤0.01% | 1380 |
|
2025
Q1 | $1.31M | Sell |
2,137
-151
| -7% | -$92.9K | ﹤0.01% | 1161 |
|
2024
Q4 | $1.21M | Sell |
2,288
-426
| -16% | -$226K | ﹤0.01% | 1232 |
|
2024
Q3 | $1.63M | Buy |
2,714
+31
| +1% | +$18.6K | ﹤0.01% | 1167 |
|
2024
Q2 | $1.46M | Sell |
2,683
-24
| -0.9% | -$13K | ﹤0.01% | 1172 |
|
2024
Q1 | $1.74M | Sell |
2,707
-34
| -1% | -$21.8K | ﹤0.01% | 1084 |
|
2023
Q4 | $1.6M | Buy |
2,741
+200
| +8% | +$117K | ﹤0.01% | 1101 |
|
2023
Q3 | $1.32M | Buy |
2,541
+729
| +40% | +$379K | ﹤0.01% | 1089 |
|
2023
Q2 | $982K | Sell |
1,812
-7
| -0.4% | -$3.79K | ﹤0.01% | 1153 |
|
2023
Q1 | $978K | Buy |
1,819
+1,011
| +125% | +$544K | ﹤0.01% | 1090 |
|
2022
Q4 | $412K | Buy |
+808
| New | +$412K | ﹤0.01% | 1208 |
|