Heritage Family Offices’s Chemed CHE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$307K	Hold	506	–	–	0.16%	122
2025 Q1	$311K	Hold	506	–	–	0.16%	120
2024 Q4	$268K	Sell	506 -17	-3%	-$9.01K	0.13%	139
2024 Q3	$314K	Buy	523 +3	+0.6%	+$1.8K	0.16%	125
2024 Q2	$282K	Buy	+520	New	+$282K	0.16%	122