Independent Solutions Wealth Management’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $240K | Hold |
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|
2025
Q2 | $261K | Buy |
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|
2025
Q1 | $319K | Hold |
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|
2024
Q4 | $275K | Sell |
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|
2024
Q3 | $322K | Sell |
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|
2024
Q2 | $302K | Sell |
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|
2024
Q1 | $370K | Hold |
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|
2023
Q4 | $337K | Hold |
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|
2023
Q3 | $299K | Hold |
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|
2023
Q2 | $312K | Hold |
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|
2023
Q1 | $310K | Hold |
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|
2022
Q4 | $294K | Hold |
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|
2022
Q3 | $251K | Hold |
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|
2022
Q2 | $270K | Sell |
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|
2022
Q1 | $435K | Sell |
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|
2021
Q4 | $465K | Hold |
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|
2021
Q3 | $409K | Sell |
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|
2021
Q2 | $472K | Sell |
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|
2021
Q1 | $686K | Sell |
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|
2020
Q4 | $946K | Sell |
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|
2020
Q3 | $957K | Sell |
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|
2020
Q2 | $989K | Sell |
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|
2020
Q1 | $957K | Hold |
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|
2019
Q4 | $970K | Buy |
|