IFP Advisors’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $228K | Sell |
603
-1,068
| -64% | -$457K | ﹤0.01% | 1321 |
|
|
2025
Q4 | $715K | Buy |
1,671
+800
| +92% | +$348K | 0.02% | 791 |
|
|
2025
Q3 | $390K | Buy |
871
+315
| +57% | +$143K | 0.01% | 959 |
|
|
2025
Q2 | $271K | Buy |
556
+104
| +23% | +$59.3K | 0.01% | 1115 |
|
|
2025
Q1 | $282K | Sell |
452
-33
| -7% | -$18.8K | 0.01% | 1012 |
|
|
2024
Q4 | $260K | Sell |
485
-250
| -34% | -$141K | 0.01% | 1013 |
|
|
2024
Q3 | $442K | Sell |
735
-70
| -9% | -$39.7K | 0.02% | 736 |
|
|
2024
Q2 | $437K | Buy |
805
+416
| +107% | +$238K | 0.02% | 706 |
|
|
2024
Q1 | $250K | Buy |
389
+165
| +74% | +$100K | 0.01% | 893 |
|
|
2023
Q4 | $131K | Sell |
224
-14
| -6% | -$7.83K | 0.01% | 1142 |
|
|
2023
Q3 | $124K | Buy |
238
+15
| +7% | +$7.8K | 0.01% | 1163 |
|
|
2023
Q2 | $121K | Hold |
223
| – | – | 0.01% | 1234 |
|
|
2023
Q1 | $23.4K | Sell |
223
-48
| -18% | -$24.5K | ﹤0.01% | 1950 |
|
|
2022
Q4 | $36K | Sell |
271
-3
| -1% | -$1.46K | ﹤0.01% | 2458 |
|
|
2022
Q3 | $37K | Buy |
274
+33
| +14% | +$15.9K | ﹤0.01% | 2612 |
|
|
2022
Q2 | $34K | Hold |
241
| – | – | ﹤0.01% | 2426 |
|
|
2022
Q1 | $34K | Buy |
241
+51
| +27% | +$24.5K | ﹤0.01% | 2426 |
|
|
2021
Q4 | $101K | Buy |
190
+175
| +1,167% | +$84K | ﹤0.01% | 1258 |
|
|
2021
Q3 | $7K | Sell |
15
-37
| -71% | -$17.4K | ﹤0.01% | 2406 |
|
|
2021
Q2 | $25K | Sell |
52
-2
| -4% | -$960 | ﹤0.01% | 1824 |
|
|
2021
Q1 | $26K | Buy |
54
+16
| +42% | +$7.84K | ﹤0.01% | 1728 |
|
|
2020
Q4 | $20K | Buy |
38
+23
| +153% | +$11.3K | ﹤0.01% | 1792 |
|
|
2020
Q3 | $7K | Hold |
15
| – | – | ﹤0.01% | 2028 |
|
|
2020
Q2 | $7K | Hold |
15
| – | – | ﹤0.01% | 1937 |
|
|
2020
Q1 | $6K | Sell |
15
-337
| -96% | -$150K | ﹤0.01% | 1981 |
|
|
2019
Q4 | $154K | Sell |
352
-41
| -10% | -$17.2K | 0.01% | 757 |
|
|
2019
Q3 | $164K | Buy |
+393
| New | +$160K | 0.01% | 834 |
|
|
2019
Q1 | – | Sell |
-17
| Closed | -$5K | – | 2511 |
|
|
2018
Q4 | $5K | Sell |
17
-679
| -98% | -$205K | ﹤0.01% | 2820 |
|
|
2018
Q3 | $223K | Hold |
696
| – | – | 0.01% | 1017 |
|
|
2018
Q2 | $224K | Buy |
696
+2
| +0.3% | +$626 | 0.01% | 1004 |
|
|
2018
Q1 | $169K | Hold |
694
| – | – | 0.01% | 1066 |
|
|
2017
Q4 | $169K | Sell |
694
-12
| -2% | -$2.73K | 0.01% | 1072 |
|
|
2017
Q3 | $143K | Buy |
706
+662
| +1,505% | +$130K | 0.01% | 1347 |
|
|
2017
Q2 | $9K | Sell |
44
-1
| -2% | -$199 | ﹤0.01% | 3077 |
|
|
2017
Q1 | $8K | Hold |
45
| – | – | ﹤0.01% | 3033 |
|
|
2016
Q4 | $7K | Hold |
45
| – | – | ﹤0.01% | 3103 |
|
|
2016
Q3 | $6K | Buy |
45
+29
| +181% | +$4.04K | ﹤0.01% | 3120 |
|
|
2016
Q2 | $2K | Buy |
+16
| New | +$2.12K | ﹤0.01% | 3447 |
|
|
2016
Q1 | – | Sell |
-43
| Closed | -$6K | – | 2515 |
|
|
2015
Q4 | $6K | Buy |
+43
| New | +$6.35K | ﹤0.01% | 2844 |
|
Other funds holding CHE
VPM
VCM
