Private Trust Company’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 | $1.51K | Sell |
4
-6
| -60% | -$2.57K | ﹤0.01% | 2432 |
|
|
2025
Q4 | $4.28K | Hold |
10
| – | – | ﹤0.01% | 2203 |
|
|
2025
Q3 | $4.48K | Sell |
10
-1
| -9% | -$453 | ﹤0.01% | 2180 |
|
|
2025
Q2 | $5.36K | Hold |
11
| – | – | ﹤0.01% | 2042 |
|
|
2025
Q1 | $6.77K | Sell |
11
-3
| -21% | -$1.71K | ﹤0.01% | 1932 |
|
|
2024
Q4 | $7.42K | Sell |
14
-25
| -64% | -$14.1K | ﹤0.01% | 1848 |
|
|
2024
Q3 | $23.4K | Hold |
39
| – | – | ﹤0.01% | 1416 |
|
|
2024
Q2 | $21.2K | Buy |
39
+3
| +8% | +$1.72K | ﹤0.01% | 1432 |
|
|
2024
Q1 | $23.1K | Hold |
36
| – | – | ﹤0.01% | 1392 |
|
|
2023
Q4 | $21.1K | Hold |
36
| – | – | ﹤0.01% | 1383 |
|
|
2023
Q3 | $18.7K | Hold |
36
| – | – | ﹤0.01% | 1375 |
|
|
2023
Q2 | $19.5K | Hold |
36
| – | – | ﹤0.01% | 1370 |
|
|
2023
Q1 | $19.4K | Hold |
36
| – | – | ﹤0.01% | 1347 |
|
|
2022
Q4 | $18K | Hold |
36
| – | – | ﹤0.01% | 1328 |
|
|
2022
Q3 | $16K | Buy |
36
+31
| +620% | +$14.9K | ﹤0.01% | 1268 |
|
|
2022
Q2 | $2K | Buy |
+5
| New | +$2.44K | ﹤0.01% | 1942 |
|
|
2020
Q4 | – | Sell |
-665
| Closed | -$319K | – | 368 |
|
|
2020
Q3 | $319K | Buy |
665
+2
| +0.3% | +$981 | 0.06% | 282 |
|
|
2020
Q2 | $309K | Buy |
663
+8
| +1% | +$3.57K | 0.06% | 279 |
|
|
2020
Q1 | $283K | Hold |
655
| – | – | 0.07% | 270 |
|
|
2019
Q4 | $287K | Buy |
+655
| New | +$276K | 0.05% | 315 |
|
|
2018
Q1 | – | Sell |
-2,176
| Closed | -$528K | – | 366 |
|
|
2017
Q4 | $528K | Hold |
2,176
| – | – | 0.11% | 218 |
|
|
2017
Q3 | $439K | Hold |
2,176
| – | – | 0.1% | 251 |
|
|
2017
Q2 | $445K | Sell |
2,176
-316
| -13% | -$62.9K | 0.1% | 249 |
|
|
2017
Q1 | $455K | Buy |
+2,492
| New | +$435K | 0.11% | 244 |
|
Other funds holding CHE
VPM
VCM
