Integrated Wealth Concepts’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.57M | Buy |
17,591
+6,987
| +66% | +$3.4M | 0.09% | 222 |
|
|
2025
Q1 | $6.52M | Buy |
10,604
+1,936
| +22% | +$1.19M | 0.08% | 257 |
|
|
2024
Q4 | $4.59M | Buy |
8,668
+1,759
| +25% | +$932K | 0.05% | 316 |
|
|
2024
Q3 | $4.15M | Buy |
6,909
+843
| +14% | +$507K | 0.05% | 336 |
|
|
2024
Q2 | $3.29M | Buy |
6,066
+1,790
| +42% | +$971K | 0.05% | 364 |
|
|
2024
Q1 | $2.75M | Buy |
4,276
+624
| +17% | +$401K | 0.04% | 411 |
|
|
2023
Q4 | $2.14M | Buy |
+3,652
| New | +$2.14M | 0.04% | 456 |
|