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