Independent Advisor Alliance’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
$770K Sell
2025
Q1
$1.41M Buy
2024
Q4
$1.21M Buy
2024
Q3
$1.35M Sell
2024
Q2
$1.26M Buy
2024
Q1
$716K Hold
2023
Q4
$653K Sell
2023
Q3
$596K Hold
2023
Q2
$621K Hold
2023
Q1
$617K Buy
2022
Q4
Sell
2022
Q3
$501K Sell
2022
Q2
$590K Sell
2022
Q1
$713K Sell
2021
Q4
$845K Sell
2021
Q3
$929K Hold
2021
Q2
$948K Buy