Cresset Asset Management’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-481
| Closed | -$296K | – | 1650 |
|
|
2025
Q1 | $296K | Buy |
481
+33
| +7% | +$20.3K | ﹤0.01% | 1309 |
|
|
2024
Q4 | $237K | Sell |
448
-1,187
| -73% | -$629K | ﹤0.01% | 1457 |
|
|
2024
Q3 | $983K | Buy |
1,635
+68
| +4% | +$40.9K | ﹤0.01% | 1145 |
|
|
2024
Q2 | $850K | Sell |
1,567
-12
| -0.8% | -$6.51K | ﹤0.01% | 1121 |
|
|
2024
Q1 | $1.01M | Buy |
1,579
+425
| +37% | +$273K | ﹤0.01% | 959 |
|
|
2023
Q4 | $675K | Sell |
1,154
-268
| -19% | -$157K | ﹤0.01% | 1048 |
|
|
2023
Q3 | $739K | Buy |
1,422
+29
| +2% | +$15.1K | ﹤0.01% | 954 |
|
|
2023
Q2 | $755K | Buy |
+1,393
| New | +$755K | ﹤0.01% | 938 |
|
|
2021
Q4 | – | Sell |
-971
| Closed | -$452K | – | 1154 |
|
|
2021
Q3 | $452K | Buy |
971
+82
| +9% | +$38.2K | 0.01% | 669 |
|
|
2021
Q2 | $421K | Hold |
889
| – | – | 0.01% | 618 |
|
|
2021
Q1 | $409K | Sell |
889
-65
| -7% | -$29.9K | 0.01% | 549 |
|
|
2020
Q4 | $508K | Sell |
954
-9
| -0.9% | -$4.79K | 0.01% | 391 |
|
|
2020
Q3 | $462K | Sell |
963
-247
| -20% | -$118K | 0.01% | 386 |
|
|
2020
Q2 | $546K | Sell |
1,210
-62
| -5% | -$28K | 0.01% | 324 |
|
|
2020
Q1 | $551K | Buy |
1,272
+383
| +43% | +$166K | 0.02% | 266 |
|
|
2019
Q4 | $391K | Buy |
889
+9
| +1% | +$3.96K | 0.01% | 354 |
|
|
2019
Q3 | $367K | Sell |
880
-661
| -43% | -$276K | 0.01% | 324 |
|
|
2019
Q2 | $556K | Buy |
1,541
+135
| +10% | +$48.7K | 0.02% | 230 |
|
|
2019
Q1 | $450K | Buy |
1,406
+1,186
| +539% | +$380K | 0.02% | 199 |
|
|
2018
Q4 | $62K | Buy |
+220
| New | +$62K | ﹤0.01% | 426 |
|