Dorsey & Whitney Trust’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 |
-374
| Closed | -$230K | – | 686 |
|
|
2025
Q1 | $230K | Sell |
374
-9
| -2% | -$5.54K | 0.01% | 600 |
|
|
2024
Q4 | $203K | Sell |
383
-2
| -0.5% | -$1.06K | 0.01% | 648 |
|
|
2024
Q3 | $231K | Buy |
385
+2
| +0.5% | +$1.2K | 0.01% | 604 |
|
|
2024
Q2 | $208K | Buy |
383
+11
| +3% | +$5.97K | 0.01% | 590 |
|
|
2024
Q1 | $239K | Hold |
372
| – | – | 0.02% | 546 |
|
|
2023
Q4 | $218K | Buy |
+372
| New | +$218K | 0.02% | 556 |
|