Smith Salley 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
Q2 | $8.55M | Buy |
17,551
+396
| +2% | +$193K | 0.49% | 50 |
|
|
2025
Q1 | $10.6M | Buy |
17,155
+167
| +1% | +$103K | 0.69% | 45 |
|
|
2024
Q4 | $9M | Buy |
16,988
+307
| +2% | +$163K | 0.58% | 46 |
|
|
2024
Q3 | $10M | Buy |
16,681
+472
| +3% | +$284K | 0.66% | 47 |
|
|
2024
Q2 | $8.79M | Buy |
16,209
+993
| +7% | +$539K | 0.63% | 46 |
|
|
2024
Q1 | $9.77M | Sell |
15,216
-4,622
| -23% | -$2.97M | 0.76% | 42 |
|
|
2023
Q4 | $11.6M | Buy |
19,838
+681
| +4% | +$398K | 0.75% | 42 |
|
|
2023
Q3 | $9.96M | Buy |
19,157
+760
| +4% | +$395K | 0.74% | 43 |
|
|
2023
Q2 | $9.96M | Buy |
18,397
+95
| +0.5% | +$51.5K | 0.74% | 45 |
|
|
2023
Q1 | $9.84M | Buy |
18,302
+582
| +3% | +$313K | 0.78% | 41 |
|
|
2022
Q4 | $9.04M | Sell |
17,720
-209
| -1% | -$107K | 0.77% | 45 |
|
|
2022
Q3 | $7.83M | Buy |
17,929
+365
| +2% | +$159K | 0.73% | 43 |
|
|
2022
Q2 | $8.24M | Buy |
17,564
+768
| +5% | +$360K | 0.71% | 47 |
|
|
2022
Q1 | $8.51M | Buy |
16,796
+210
| +1% | +$106K | 0.64% | 45 |
|
|
2021
Q4 | $8.78M | Buy |
16,586
+524
| +3% | +$277K | 0.62% | 47 |
|
|
2021
Q3 | $7.47M | Buy |
16,062
+331
| +2% | +$154K | 0.59% | 47 |
|
|
2021
Q2 | $7.46M | Buy |
+15,731
| New | +$7.46M | 0.6% | 45 |
|
|
2018
Q2 | – | Sell |
-943
| Closed | -$257K | – | 181 |
|
|
2018
Q1 | $257K | Sell |
943
-7
| -0.7% | -$1.91K | 0.05% | 155 |
|
|
2017
Q4 | $231K | Buy |
+950
| New | +$231K | 0.04% | 168 |
|
|
2017
Q1 | – | Sell |
-1,615
| Closed | -$259K | – | 176 |
|
|
2016
Q4 | $259K | Hold |
1,615
| – | – | 0.05% | 134 |
|
|
2016
Q3 | $228K | Sell |
1,615
-200
| -11% | -$28.2K | 0.05% | 141 |
|
|
2016
Q2 | $247K | Buy |
1,815
+60
| +3% | +$8.17K | 0.06% | 141 |
|
|
2016
Q1 | $238K | Hold |
1,755
| – | – | 0.06% | 139 |
|
|
2015
Q4 | $263K | Buy |
1,755
+46
| +3% | +$6.89K | 0.07% | 132 |
|
|
2015
Q3 | $228K | Buy |
1,709
+71
| +4% | +$9.47K | 0.06% | 138 |
|
|
2015
Q2 | $215K | Buy |
+1,638
| New | +$215K | 0.05% | 148 |
|