HWAM
Hennion & Walsh Asset Management’s Chemed CHE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $867K | Buy |
1,781
+295
| +20% | +$144K | 0.04% | 525 |
|
2025
Q1 | $914K | Buy |
1,486
+646
| +77% | +$397K | 0.04% | 491 |
|
2024
Q4 | $445K | Buy |
840
+353
| +72% | +$187K | 0.02% | 655 |
|
2024
Q3 | $293K | Buy |
+487
| New | +$293K | 0.01% | 741 |
|
2024
Q1 | – | Sell |
-449
| Closed | -$263K | – | 851 |
|
2023
Q4 | $263K | Sell |
449
-115
| -20% | -$67.2K | 0.02% | 712 |
|
2023
Q3 | $293K | Sell |
564
-25
| -4% | -$13K | 0.02% | 652 |
|
2023
Q2 | $319K | Sell |
589
-23
| -4% | -$12.5K | 0.02% | 637 |
|
2023
Q1 | $329K | Sell |
612
-23
| -4% | -$12.4K | 0.02% | 616 |
|
2022
Q4 | $324K | Sell |
635
-8
| -1% | -$4.08K | 0.02% | 601 |
|
2022
Q3 | $281K | Buy |
643
+10
| +2% | +$4.37K | 0.02% | 633 |
|
2022
Q2 | $297K | Buy |
633
+182
| +40% | +$85.4K | 0.02% | 631 |
|
2022
Q1 | $228K | Buy |
+451
| New | +$228K | 0.01% | 712 |
|