Mitchell & Pahl Private Wealth’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $627K | Buy |
1,287
+92
| +8% | +$44.8K | 0.28% | 117 |
|
|
2025
Q1 | $735K | Sell |
1,195
-3
| -0.3% | -$1.85K | 0.34% | 101 |
|
|
2024
Q4 | $635K | Buy |
1,198
+114
| +11% | +$60.4K | 0.3% | 110 |
|
|
2024
Q3 | $651K | Buy |
1,084
+48
| +5% | +$28.8K | 0.3% | 118 |
|
|
2024
Q2 | $562K | Buy |
1,036
+13
| +1% | +$7.05K | 0.3% | 114 |
|
|
2024
Q1 | $657K | Buy |
1,023
+85
| +9% | +$54.6K | 0.34% | 108 |
|
|
2023
Q4 | $549K | Hold |
938
| – | – | 0.31% | 114 |
|
|
2023
Q3 | $487K | Buy |
938
+177
| +23% | +$92K | 0.29% | 118 |
|
|
2023
Q2 | $412K | Buy |
761
+48
| +7% | +$26K | 0.25% | 125 |
|
|
2023
Q1 | $383K | Buy |
713
+51
| +8% | +$27.4K | 0.24% | 126 |
|
|
2022
Q4 | $338K | Buy |
662
+44
| +7% | +$22.5K | 0.22% | 131 |
|
|
2022
Q3 | $270K | Buy |
618
+55
| +10% | +$24K | 0.2% | 139 |
|
|
2022
Q2 | $264K | Buy |
563
+117
| +26% | +$54.9K | 0.18% | 142 |
|
|
2022
Q1 | $226K | Buy |
+446
| New | +$226K | 0.14% | 157 |
|