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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-536
| Closed | -$229K | – | 188 |
|
|
2025
Q4 | $229K | Hold |
536
| – | – | 0.04% | 155 |
|
|
2025
Q3 | $240K | Hold |
536
| – | – | 0.04% | 160 |
|
|
2025
Q2 | $261K | Buy |
536
+17
| +3% | +$9.69K | 0.05% | 162 |
|
|
2025
Q1 | $319K | Hold |
519
| – | – | 0.07% | 147 |
|
|
2024
Q4 | $275K | Sell |
519
-17
| -3% | -$9.58K | 0.06% | 145 |
|
|
2024
Q3 | $322K | Sell |
536
-20
| -4% | -$11.3K | 0.07% | 135 |
|
|
2024
Q2 | $302K | Sell |
556
-20
| -3% | -$11.5K | 0.07% | 144 |
|
|
2024
Q1 | $370K | Hold |
576
| – | – | 0.09% | 137 |
|
|
2023
Q4 | $337K | Hold |
576
| – | – | 0.09% | 135 |
|
|
2023
Q3 | $299K | Hold |
576
| – | – | 0.08% | 162 |
|
|
2023
Q2 | $312K | Hold |
576
| – | – | 0.08% | 164 |
|
|
2023
Q1 | $310K | Hold |
576
| – | – | 0.09% | 157 |
|
|
2022
Q4 | $294K | Hold |
576
| – | – | 0.09% | 165 |
|
|
2022
Q3 | $251K | Hold |
576
| – | – | 0.08% | 183 |
|
|
2022
Q2 | $270K | Sell |
576
-282
| -33% | -$138K | 0.08% | 172 |
|
|
2022
Q1 | $435K | Sell |
858
-21
| -2% | -$10.1K | 0.11% | 144 |
|
|
2021
Q4 | $465K | Hold |
879
| – | – | 0.11% | 143 |
|
|
2021
Q3 | $409K | Sell |
879
-115
| -12% | -$54.2K | 0.1% | 151 |
|
|
2021
Q2 | $472K | Sell |
994
-498
| -33% | -$239K | 0.11% | 137 |
|
|
2021
Q1 | $686K | Sell |
1,492
-285
| -16% | -$140K | 0.19% | 99 |
|
|
2020
Q4 | $946K | Sell |
1,777
-216
| -11% | -$106K | 0.3% | 73 |
|
|
2020
Q3 | $957K | Sell |
1,993
-200
| -9% | -$98.1K | 0.37% | 55 |
|
|
2020
Q2 | $989K | Sell |
2,193
-16
| -0.7% | -$7.14K | 0.42% | 49 |
|
|
2020
Q1 | $957K | Hold |
2,209
| – | – | 0.53% | 42 |
|
|
2019
Q4 | $970K | Buy |
+2,209
| New | +$929K | 0.43% | 43 |
|
Other funds holding CHE
VPM
VCM
