Kestra Advisory Services’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 | $637K | Sell |
1,685
-63
| -4% | -$27K | ﹤0.01% | 2042 |
|
|
2025
Q4 | $748K | Buy |
1,748
+212
| +14% | +$92.3K | ﹤0.01% | 1867 |
|
|
2025
Q3 | $688K | Buy |
1,536
+208
| +16% | +$94.2K | ﹤0.01% | 1850 |
|
|
2025
Q2 | $647K | Buy |
1,328
+400
| +43% | +$228K | ﹤0.01% | 1798 |
|
|
2025
Q1 | $571K | Sell |
928
-59
| -6% | -$33.5K | ﹤0.01% | 1729 |
|
|
2024
Q4 | $523K | Sell |
987
-463
| -32% | -$261K | ﹤0.01% | 1850 |
|
|
2024
Q3 | $872K | Buy |
1,450
+578
| +66% | +$328K | ﹤0.01% | 1409 |
|
|
2024
Q2 | $473K | Buy |
872
+73
| +9% | +$41.8K | ﹤0.01% | 1811 |
|
|
2024
Q1 | $513K | Buy |
799
+88
| +12% | +$53.5K | ﹤0.01% | 1650 |
|
|
2023
Q4 | $416K | Buy |
711
+77
| +12% | +$43.1K | ﹤0.01% | 1631 |
|
|
2023
Q3 | $329K | Buy |
634
+23
| +4% | +$12K | ﹤0.01% | 1601 |
|
|
2023
Q2 | $331K | Buy |
611
+16
| +3% | +$8.75K | ﹤0.01% | 1550 |
|
|
2023
Q1 | $320K | Sell |
595
-501
| -46% | -$255K | ﹤0.01% | 1522 |
|
|
2022
Q4 | $559K | Buy |
1,096
+378
| +53% | +$184K | 0.01% | 1347 |
|
|
2022
Q3 | $314K | Buy |
718
+26
| +4% | +$12.5K | ﹤0.01% | 1568 |
|
|
2022
Q2 | $325K | Buy |
692
+54
| +8% | +$26.3K | ﹤0.01% | 1568 |
|
|
2022
Q1 | $323K | Buy |
638
+14
| +2% | +$6.71K | ﹤0.01% | 1547 |
|
|
2021
Q4 | $330K | Sell |
624
-57
| -8% | -$27.4K | ﹤0.01% | 1548 |
|
|
2021
Q3 | $317K | Sell |
681
-208
| -23% | -$98.1K | ﹤0.01% | 1634 |
|
|
2021
Q2 | $422K | Sell |
889
-62
| -7% | -$29.8K | ﹤0.01% | 1374 |
|
|
2021
Q1 | $437K | Buy |
+951
| New | +$466K | 0.01% | 1257 |
|
|
2020
Q4 | – | Sell |
-15
| Closed | -$561K | – | 1856 |
|
|
2020
Q3 | $561K | Buy |
+15
| New | +$7.36K | 0.01% | 838 |
|
Other funds holding CHE
VPM
VCM
