EP Wealth Advisors’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $579K | Sell |
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|
2025
Q1 | $737K | Sell |
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|
2024
Q4 | $697K | Sell |
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|
2024
Q3 | $814K | Buy |
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|
2024
Q2 | $721K | Sell |
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|
2024
Q1 | $937K | Sell |
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|
2023
Q4 | $1.1M | Buy |
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|
2023
Q3 | $951K | Sell |
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|
2023
Q2 | $989K | Buy |
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|
2023
Q1 | $650K | Buy |
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|
2022
Q4 | $965K | Buy |
|