Moran Wealth Management’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-34,043
| Closed | -$18M | – | 450 |
|
|
2024
Q4 | $18M | Buy |
34,043
+20
| +0.1% | +$10.6K | 0.58% | 52 |
|
|
2024
Q3 | $20.4M | Buy |
34,023
+64
| +0.2% | +$38.5K | 0.63% | 47 |
|
|
2024
Q2 | $18.4M | Sell |
33,959
-4,049
| -11% | -$2.2M | 0.61% | 46 |
|
|
2024
Q1 | $24.4M | Sell |
38,008
-967
| -2% | -$621K | 0.79% | 27 |
|
|
2023
Q4 | $22.8M | Buy |
38,975
+4,735
| +14% | +$2.77M | 0.81% | 25 |
|
|
2023
Q3 | $17.8M | Buy |
34,240
+4
| +0% | +$2.08K | 0.69% | 44 |
|
|
2023
Q2 | $18.5M | Sell |
34,236
-612
| -2% | -$332K | 0.7% | 46 |
|
|
2023
Q1 | $18.7M | Sell |
34,848
-376
| -1% | -$202K | 0.71% | 41 |
|
|
2022
Q4 | $18M | Buy |
+35,224
| New | +$18M | 0.68% | 39 |
|