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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.08M | Sell |
8,152
-1,563
| -16% | -$669K | ﹤0.01% | 1558 |
|
|
2025
Q4 | $4.16M | Buy |
9,715
+2,394
| +33% | +$1.04M | ﹤0.01% | 1144 |
|
|
2025
Q3 | $3.28M | Buy |
7,321
+4,646
| +174% | +$2.1M | ﹤0.01% | 1150 |
|
|
2025
Q2 | $1.3M | Sell |
2,675
-120
| -4% | -$68.4K | ﹤0.01% | 1641 |
|
|
2025
Q1 | $1.72M | Buy |
2,795
+324
| +13% | +$184K | ﹤0.01% | 1288 |
|
|
2024
Q4 | $1.31M | Buy |
2,471
+539
| +28% | +$304K | ﹤0.01% | 1445 |
|
|
2024
Q3 | $1.16M | Buy |
1,932
+704
| +57% | +$399K | ﹤0.01% | 1410 |
|
|
2024
Q2 | $667K | Buy |
1,228
+34
| +3% | +$19.5K | ﹤0.01% | 1718 |
|
|
2024
Q1 | $767K | Sell |
1,194
-1,118
| -48% | -$679K | ﹤0.01% | 1534 |
|
|
2023
Q4 | $1.35M | Buy |
2,312
+163
| +8% | +$91.2K | ﹤0.01% | 1091 |
|
|
2023
Q3 | $1.12M | Sell |
2,149
-178
| -8% | -$92.5K | ﹤0.01% | 1113 |
|
|
2023
Q2 | $1.26M | Buy |
2,327
+91
| +4% | +$49.7K | ﹤0.01% | 1011 |
|
|
2023
Q1 | $1.2M | Buy |
2,236
+400
| +22% | +$204K | ﹤0.01% | 983 |
|
|
2022
Q4 | $937K | Sell |
1,836
-101
| -5% | -$49.2K | ﹤0.01% | 1066 |
|
|
2022
Q3 | $846K | Buy |
1,937
+758
| +64% | +$365K | ﹤0.01% | 1033 |
|
|
2022
Q2 | $553K | Buy |
1,179
+679
| +136% | +$331K | ﹤0.01% | 1261 |
|
|
2022
Q1 | $253K | Hold |
500
| – | – | ﹤0.01% | 1743 |
|
|
2021
Q4 | $265K | Hold |
500
| – | – | ﹤0.01% | 1699 |
|
|
2021
Q3 | $233K | Buy |
+500
| New | +$236K | ﹤0.01% | 1760 |
|
|
2021
Q2 | – | Sell |
-1,899
| Closed | -$873K | – | 2160 |
|
|
2021
Q1 | $873K | Buy |
1,899
+571
| +43% | +$280K | ﹤0.01% | 1106 |
|
|
2020
Q4 | $707K | Buy |
1,328
+522
| +65% | +$256K | ﹤0.01% | 1123 |
|
|
2020
Q3 | $387K | Buy |
806
+5
| +0.6% | +$2.45K | ﹤0.01% | 1266 |
|
|
2020
Q2 | $361K | Sell |
801
-244
| -23% | -$109K | ﹤0.01% | 1199 |
|
|
2020
Q1 | $453K | Buy |
1,045
+200
| +24% | +$89.3K | ﹤0.01% | 994 |
|
|
2019
Q4 | $371K | Hold |
845
| – | – | ﹤0.01% | 1275 |
|
|
2019
Q3 | $353K | Buy |
845
+23
| +3% | +$9.39K | ﹤0.01% | 1265 |
|
|
2019
Q2 | $297K | Buy |
822
+169
| +26% | +$56.5K | ﹤0.01% | 1380 |
|
|
2019
Q1 | $209K | Sell |
653
-395
| -38% | -$121K | ﹤0.01% | 1557 |
|
|
2018
Q4 | $297K | Buy |
1,048
+13
| +1% | +$3.92K | ﹤0.01% | 1234 |
|
|
2018
Q3 | $331K | Sell |
1,035
-709
| -41% | -$226K | ﹤0.01% | 1337 |
|
|
2018
Q2 | $561K | Sell |
1,744
-99
| -5% | -$31K | ﹤0.01% | 1011 |
|
|
2018
Q1 | $503K | Buy |
+1,843
| New | +$488K | ﹤0.01% | 1084 |
|
|
2017
Q3 | – | Sell |
-178
| Closed | -$36K | – | 2189 |
|
|
2017
Q2 | $36K | Buy |
178
+51
| +40% | +$10.2K | ﹤0.01% | 2774 |
|
|
2017
Q1 | $23K | Hold |
127
| – | – | ﹤0.01% | 3028 |
|
|
2016
Q4 | $20K | Hold |
127
| – | – | ﹤0.01% | 3074 |
|
|
2016
Q3 | $18K | Buy |
127
+105
| +477% | +$14.6K | ﹤0.01% | 3116 |
|
|
2016
Q2 | $3K | Hold |
22
| – | – | ﹤0.01% | 3860 |
|
|
2016
Q1 | $3K | Sell |
22
-100
| -82% | -$13.5K | ﹤0.01% | 3789 |
|
|
2015
Q4 | $18K | Buy |
122
+100
| +455% | +$14.8K | ﹤0.01% | 2914 |
|
|
2015
Q3 | $3K | Buy |
+22
| New | +$3.08K | ﹤0.01% | 3807 |
|
|
2015
Q2 | – | Sell |
-622
| Closed | -$74K | – | 1408 |
|
|
2015
Q1 | $74K | Hold |
622
| – | – | ﹤0.01% | 1745 |
|
|
2014
Q4 | $66K | Hold |
622
| – | – | ﹤0.01% | 1810 |
|
|
2014
Q3 | $64K | Buy |
622
+22
| +4% | +$2.23K | ﹤0.01% | 1750 |
|
|
2014
Q2 | $56K | Sell |
600
-76
| -11% | -$6.74K | ﹤0.01% | 1808 |
|
|
2014
Q1 | $60K | Hold |
676
| – | – | ﹤0.01% | 1689 |
|
|
2013
Q4 | $52K | Hold |
676
| – | – | ﹤0.01% | 1581 |
|
|
2013
Q3 | $48K | Buy |
676
+600
| +789% | +$42.7K | ﹤0.01% | 1529 |
|
|
2013
Q2 | $6K | Buy |
+76
| New | +$5.57K | ﹤0.01% | 2466 |
|
Other funds holding CHE
VPM
VCM
