Guardian Wealth Advisors (North Carolina)’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.25M | Buy |
4,618
+484
| +12% | +$236K | 0.16% | 90 |
|
|
2025
Q1 | $2.54M | Buy |
4,134
+140
| +4% | +$86.1K | 0.2% | 75 |
|
|
2024
Q4 | $2.12M | Buy |
3,994
+829
| +26% | +$439K | 0.17% | 82 |
|
|
2024
Q3 | $1.9M | Buy |
3,165
+219
| +7% | +$132K | 0.2% | 67 |
|
|
2024
Q2 | $1.6M | Sell |
2,946
-134
| -4% | -$72.7K | 0.19% | 72 |
|
|
2024
Q1 | $1.98M | Buy |
3,080
+33
| +1% | +$21.2K | 0.24% | 59 |
|
|
2023
Q4 | $1.78M | Buy |
3,047
+6
| +0.2% | +$3.51K | 0.27% | 56 |
|
|
2023
Q3 | $1.58M | Buy |
3,041
+144
| +5% | +$74.8K | 0.27% | 59 |
|
|
2023
Q2 | $1.57M | Buy |
2,897
+107
| +4% | +$58K | 0.27% | 50 |
|
|
2023
Q1 | $1.5M | Buy |
2,790
+234
| +9% | +$126K | 0.26% | 50 |
|
|
2022
Q4 | $1.3M | Sell |
2,556
-7
| -0.3% | -$3.57K | 0.25% | 53 |
|
|
2022
Q3 | $1.12M | Sell |
2,563
-50
| -2% | -$21.8K | 0.21% | 57 |
|
|
2022
Q2 | $1.23M | Buy |
2,613
+1,754
| +204% | +$824K | 0.22% | 50 |
|
|
2022
Q1 | $435K | Buy |
859
+5
| +0.6% | +$2.53K | 0.19% | 95 |
|
|
2021
Q4 | $452K | Buy |
+854
| New | +$452K | 0.19% | 97 |
|