Mount Yale Investment Advisors’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
Sell
2025
Q4
$589K Buy
2025
Q3
$380K Buy
2018
Q4
Sell
2018
Q3
$71K Sell
2018
Q2
$78K Hold
2018
Q1
$66K Buy