Creative Planning’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.28M | Buy |
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|
2025
Q2 | $1.3M | Sell |
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|
2025
Q1 | $1.72M | Buy |
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|
2024
Q4 | $1.31M | Buy |
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|
2024
Q3 | $1.16M | Buy |
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|
2024
Q2 | $667K | Buy |
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|
2024
Q1 | $767K | Sell |
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|
2023
Q4 | $1.35M | Buy |
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|
2023
Q3 | $1.12M | Sell |
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|
2023
Q2 | $1.26M | Buy |
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|
2023
Q1 | $1.2M | Buy |
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|
2022
Q4 | $937K | Sell |
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|
2022
Q3 | $846K | Buy |
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|
2022
Q2 | $553K | Buy |
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|
2022
Q1 | $253K | Hold |
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|
2021
Q4 | $265K | Hold |
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|
2021
Q3 | $233K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $873K | Buy |
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|
2020
Q4 | $707K | Buy |
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|
2020
Q3 | $387K | Buy |
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|
2020
Q2 | $361K | Sell |
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|
2020
Q1 | $453K | Buy |
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|
2019
Q4 | $371K | Hold |
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|
2019
Q3 | $353K | Buy |
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|
2019
Q2 | $297K | Buy |
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|
2019
Q1 | $209K | Sell |
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|
2018
Q4 | $297K | Buy |
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|
2018
Q3 | $331K | Sell |
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|
2018
Q2 | $561K | Sell |
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|
2018
Q1 | $503K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $36K | Buy |
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|
2017
Q1 | $23K | Hold |
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|
2016
Q4 | $20K | Hold |
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|
2016
Q3 | $18K | Buy |
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|
2016
Q2 | $3K | Hold |
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|
2016
Q1 | $3K | Sell |
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|
2015
Q4 | $18K | Buy |
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|
2015
Q3 | $3K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $74K | Hold |
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|
2014
Q4 | $66K | Hold |
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|
2014
Q3 | $64K | Buy |
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|
2014
Q2 | $56K | Sell |
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|
2014
Q1 | $60K | Hold |
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|
2013
Q4 | $52K | Hold |
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|
2013
Q3 | $48K | Buy |
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|
2013
Q2 | $6K | Buy |
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