Kestra Advisory Services’s Chemed CHE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$647K Buy
1,328
+400
+43% +$195K ﹤0.01% 1791
2025
Q1
$571K Sell
928
-59
-6% -$36.3K ﹤0.01% 1729
2024
Q4
$523K Sell
987
-463
-32% -$245K ﹤0.01% 1843
2024
Q3
$872K Buy
1,450
+578
+66% +$347K ﹤0.01% 1406
2024
Q2
$473K Buy
872
+73
+9% +$39.6K ﹤0.01% 1806
2024
Q1
$513K Buy
799
+88
+12% +$56.5K ﹤0.01% 1650
2023
Q4
$416K Buy
711
+77
+12% +$45K ﹤0.01% 1631
2023
Q3
$329K Buy
634
+23
+4% +$12K ﹤0.01% 1601
2023
Q2
$331K Buy
611
+16
+3% +$8.67K ﹤0.01% 1550
2023
Q1
$320K Sell
595
-501
-46% -$269K ﹤0.01% 1522
2022
Q4
$559K Buy
1,096
+378
+53% +$193K 0.01% 1347
2022
Q3
$314K Buy
718
+26
+4% +$11.4K ﹤0.01% 1568
2022
Q2
$325K Buy
692
+54
+8% +$25.4K ﹤0.01% 1568
2022
Q1
$323K Buy
638
+14
+2% +$7.09K ﹤0.01% 1547
2021
Q4
$330K Sell
624
-57
-8% -$30.1K ﹤0.01% 1548
2021
Q3
$317K Sell
681
-208
-23% -$96.8K ﹤0.01% 1634
2021
Q2
$422K Sell
889
-62
-7% -$29.4K ﹤0.01% 1374
2021
Q1
$437K Buy
+951
New +$437K 0.01% 1257
2020
Q4
Sell
-15
Closed -$561K 1856
2020
Q3
$561K Buy
+15
New +$561K 0.01% 838