Personal CFO Solutions’s Chemed CHE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$265K Sell
544
-36
-6% -$17.5K 0.05% 370
2025
Q1
$357K Sell
580
-38
-6% -$23.4K 0.07% 272
2024
Q4
$328K Buy
618
+62
+11% +$32.9K 0.06% 293
2024
Q3
$334K Buy
556
+1
+0.2% +$601 0.05% 376
2024
Q2
$301K Sell
555
-27
-5% -$14.7K 0.05% 382
2024
Q1
$374K Buy
582
+3
+0.5% +$1.93K 0.06% 334
2023
Q4
$339K Buy
579
+9
+2% +$5.26K 0.06% 337
2023
Q3
$296K Buy
570
+13
+2% +$6.76K 0.06% 322
2023
Q2
$302K Buy
557
+6
+1% +$3.25K 0.06% 328
2023
Q1
$296K Sell
551
-103
-16% -$55.4K 0.06% 312
2022
Q4
$334K Buy
654
+38
+6% +$19.4K 0.07% 272
2022
Q3
$269K Sell
616
-7
-1% -$3.06K 0.07% 275
2022
Q2
$292K Buy
623
+1
+0.2% +$469 0.07% 270
2022
Q1
$315K Buy
622
+28
+5% +$14.2K 0.06% 304
2021
Q4
$314K Sell
594
-13
-2% -$6.87K 0.06% 308
2021
Q3
$282K Buy
607
+11
+2% +$5.11K 0.06% 303
2021
Q2
$283K Buy
596
+7
+1% +$3.32K 0.06% 305
2021
Q1
$271K Sell
589
-1
-0.2% -$460 0.06% 291
2020
Q4
$314K Buy
590
+1
+0.2% +$532 0.08% 235
2020
Q3
$0 Sell
589
-178
-23% ﹤0.01% 171
2020
Q2
$346K Buy
767
+102
+15% +$46K 0.1% 187
2020
Q1
$288K Buy
665
+15
+2% +$6.5K 0.1% 179
2019
Q4
$286K Buy
650
+167
+35% +$73.5K 0.08% 221
2019
Q3
$201K Buy
+483
New +$201K 0.08% 264