LRWM
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Lord & Richards Wealth Management’s Chemed CHE Stock Holding History

Lord & Richards Wealth Management’s Portfolio CHE Stock Details CHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.11M Buy
2,289
+257
+13% +$125K 1.17% 27
2025
Q1 		$1.25M Buy
2,032
+1,060
+109% +$652K 1.42% 21
2024
Q4 		$515K Buy
+972
New +$515K 1.09% 33