Personal CFO Solutions’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 | $234K | Buy |
620
+23
| +4% | +$9.85K | 0.03% | 460 |
|
|
2025
Q4 | $256K | Sell |
597
-53
| -8% | -$23.1K | 0.04% | 424 |
|
|
2025
Q3 | $291K | Buy |
650
+106
| +19% | +$48K | 0.05% | 355 |
|
|
2025
Q2 | $265K | Sell |
544
-36
| -6% | -$20.5K | 0.05% | 370 |
|
|
2025
Q1 | $357K | Sell |
580
-38
| -6% | -$21.6K | 0.07% | 272 |
|
|
2024
Q4 | $328K | Buy |
618
+62
| +11% | +$35K | 0.06% | 293 |
|
|
2024
Q3 | $334K | Buy |
556
+1
| +0.2% | +$567 | 0.05% | 376 |
|
|
2024
Q2 | $301K | Sell |
555
-27
| -5% | -$15.5K | 0.05% | 382 |
|
|
2024
Q1 | $374K | Buy |
582
+3
| +0.5% | +$1.82K | 0.06% | 334 |
|
|
2023
Q4 | $339K | Buy |
579
+9
| +2% | +$5.04K | 0.06% | 337 |
|
|
2023
Q3 | $296K | Buy |
570
+13
| +2% | +$6.76K | 0.06% | 322 |
|
|
2023
Q2 | $302K | Buy |
557
+6
| +1% | +$3.28K | 0.06% | 328 |
|
|
2023
Q1 | $296K | Sell |
551
-103
| -16% | -$52.5K | 0.06% | 312 |
|
|
2022
Q4 | $334K | Buy |
654
+38
| +6% | +$18.5K | 0.07% | 272 |
|
|
2022
Q3 | $269K | Sell |
616
-7
| -1% | -$3.37K | 0.07% | 275 |
|
|
2022
Q2 | $292K | Buy |
623
+1
| +0.2% | +$488 | 0.07% | 270 |
|
|
2022
Q1 | $315K | Buy |
622
+28
| +5% | +$13.4K | 0.06% | 304 |
|
|
2021
Q4 | $314K | Sell |
594
-13
| -2% | -$6.24K | 0.06% | 308 |
|
|
2021
Q3 | $282K | Buy |
607
+11
| +2% | +$5.19K | 0.06% | 303 |
|
|
2021
Q2 | $283K | Buy |
596
+7
| +1% | +$3.36K | 0.06% | 305 |
|
|
2021
Q1 | $271K | Sell |
589
-1
| -0.2% | -$490 | 0.06% | 291 |
|
|
2020
Q4 | $314K | Buy |
590
+1
| +0.2% | +$491 | 0.08% | 235 |
|
|
2020
Q3 | $0 | Sell |
589
-178
| -23% | -$87.3K | ﹤0.01% | 171 |
|
|
2020
Q2 | $346K | Buy |
767
+102
| +15% | +$45.5K | 0.1% | 187 |
|
|
2020
Q1 | $288K | Buy |
665
+15
| +2% | +$6.7K | 0.1% | 179 |
|
|
2019
Q4 | $286K | Buy |
650
+167
| +35% | +$70.3K | 0.08% | 221 |
|
|
2019
Q3 | $201K | Buy |
+483
| New | +$197K | 0.08% | 264 |
|
Other funds holding CHE
VPM
VCM
