Eads & Heald Wealth 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 | $273K | Sell |
561
-5
| -0.9% | -$2.43K | 0.13% | 127 |
|
|
2025
Q1 | $348K | Hold |
566
| – | – | 0.18% | 120 |
|
|
2024
Q4 | $300K | Hold |
566
| – | – | 0.15% | 124 |
|
|
2024
Q3 | $340K | Hold |
566
| – | – | 0.16% | 121 |
|
|
2024
Q2 | $307K | Hold |
566
| – | – | 0.15% | 123 |
|
|
2024
Q1 | $363K | Hold |
566
| – | – | 0.17% | 119 |
|
|
2023
Q4 | $331K | Hold |
566
| – | – | 0.16% | 120 |
|
|
2023
Q3 | $294K | Hold |
566
| – | – | 0.15% | 122 |
|
|
2023
Q2 | $307K | Buy |
+566
| New | +$307K | 0.15% | 122 |
|