Creative Planning’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Sell |
2,675
-120
| -4% | -$58.4K | ﹤0.01% | 1636 |
|
|
2025
Q1 | $1.72M | Buy |
2,795
+324
| +13% | +$199K | ﹤0.01% | 1285 |
|
|
2024
Q4 | $1.31M | Buy |
2,471
+539
| +28% | +$286K | ﹤0.01% | 1442 |
|
|
2024
Q3 | $1.16M | Buy |
1,932
+704
| +57% | +$423K | ﹤0.01% | 1410 |
|
|
2024
Q2 | $667K | Buy |
1,228
+34
| +3% | +$18.5K | ﹤0.01% | 1713 |
|
|
2024
Q1 | $767K | Sell |
1,194
-1,118
| -48% | -$718K | ﹤0.01% | 1529 |
|
|
2023
Q4 | $1.35M | Buy |
2,312
+163
| +8% | +$95.3K | ﹤0.01% | 1088 |
|
|
2023
Q3 | $1.12M | Sell |
2,149
-178
| -8% | -$92.5K | ﹤0.01% | 1110 |
|
|
2023
Q2 | $1.26M | Buy |
2,327
+91
| +4% | +$49.3K | ﹤0.01% | 1007 |
|
|
2023
Q1 | $1.2M | Buy |
2,236
+400
| +22% | +$215K | ﹤0.01% | 980 |
|
|
2022
Q4 | $937K | Sell |
1,836
-101
| -5% | -$51.6K | ﹤0.01% | 1063 |
|
|
2022
Q3 | $846K | Buy |
1,937
+758
| +64% | +$331K | ﹤0.01% | 1027 |
|
|
2022
Q2 | $553K | Buy |
1,179
+679
| +136% | +$318K | ﹤0.01% | 1256 |
|
|
2022
Q1 | $253K | Hold |
500
| – | – | ﹤0.01% | 1741 |
|
|
2021
Q4 | $265K | Hold |
500
| – | – | ﹤0.01% | 1699 |
|
|
2021
Q3 | $233K | Buy |
+500
| New | +$233K | ﹤0.01% | 1757 |
|
|
2021
Q2 | – | Sell |
-1,899
| Closed | -$873K | – | 2055 |
|
|
2021
Q1 | $873K | Buy |
1,899
+571
| +43% | +$262K | ﹤0.01% | 1091 |
|
|
2020
Q4 | $707K | Buy |
1,328
+522
| +65% | +$278K | ﹤0.01% | 1109 |
|
|
2020
Q3 | $387K | Buy |
806
+5
| +0.6% | +$2.4K | ﹤0.01% | 1249 |
|
|
2020
Q2 | $361K | Sell |
801
-244
| -23% | -$110K | ﹤0.01% | 1185 |
|
|
2020
Q1 | $453K | Buy |
1,045
+200
| +24% | +$86.7K | ﹤0.01% | 984 |
|
|
2019
Q4 | $371K | Hold |
845
| – | – | ﹤0.01% | 1266 |
|
|
2019
Q3 | $353K | Buy |
845
+23
| +3% | +$9.61K | ﹤0.01% | 1257 |
|
|
2019
Q2 | $297K | Buy |
822
+169
| +26% | +$61.1K | ﹤0.01% | 1373 |
|
|
2019
Q1 | $209K | Sell |
653
-395
| -38% | -$126K | ﹤0.01% | 1545 |
|
|
2018
Q4 | $297K | Buy |
1,048
+13
| +1% | +$3.68K | ﹤0.01% | 1227 |
|
|
2018
Q3 | $331K | Sell |
1,035
-709
| -41% | -$227K | ﹤0.01% | 1326 |
|
|
2018
Q2 | $561K | Sell |
1,744
-99
| -5% | -$31.8K | ﹤0.01% | 1003 |
|
|
2018
Q1 | $503K | Buy |
+1,843
| New | +$503K | ﹤0.01% | 1074 |
|
|
2017
Q3 | – | Sell |
-178
| Closed | -$36K | – | 2144 |
|
|
2017
Q2 | $36K | Buy |
178
+51
| +40% | +$10.3K | ﹤0.01% | 2751 |
|
|
2017
Q1 | $23K | Hold |
127
| – | – | ﹤0.01% | 2997 |
|
|
2016
Q4 | $20K | Hold |
127
| – | – | ﹤0.01% | 3037 |
|
|
2016
Q3 | $18K | Buy |
127
+105
| +477% | +$14.9K | ﹤0.01% | 3079 |
|
|
2016
Q2 | $3K | Hold |
22
| – | – | ﹤0.01% | 3773 |
|
|
2016
Q1 | $3K | Sell |
22
-100
| -82% | -$13.6K | ﹤0.01% | 3725 |
|
|
2015
Q4 | $18K | Buy |
122
+100
| +455% | +$14.8K | ﹤0.01% | 2878 |
|
|
2015
Q3 | $3K | Buy |
+22
| New | +$3K | ﹤0.01% | 3744 |
|
|
2015
Q2 | – | Sell |
-622
| Closed | -$74K | – | 1357 |
|
|
2015
Q1 | $74K | Hold |
622
| – | – | ﹤0.01% | 1734 |
|
|
2014
Q4 | $66K | Hold |
622
| – | – | ﹤0.01% | 1796 |
|
|
2014
Q3 | $64K | Buy |
622
+22
| +4% | +$2.26K | ﹤0.01% | 1738 |
|
|
2014
Q2 | $56K | Sell |
600
-76
| -11% | -$7.09K | ﹤0.01% | 1790 |
|
|
2014
Q1 | $60K | Hold |
676
| – | – | ﹤0.01% | 1682 |
|
|
2013
Q4 | $52K | Hold |
676
| – | – | ﹤0.01% | 1581 |
|
|
2013
Q3 | $48K | Buy |
676
+600
| +789% | +$42.6K | ﹤0.01% | 1529 |
|
|
2013
Q2 | $6K | Buy |
+76
| New | +$6K | ﹤0.01% | 2466 |
|