Steward Partners Investment Advisory’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $145K | Sell |
297
-6
| -2% | -$2.92K | ﹤0.01% | 1913 |
|
|
2025
Q1 | $186K | Buy |
303
+11
| +4% | +$6.77K | ﹤0.01% | 1684 |
|
|
2024
Q4 | $155K | Sell |
292
-397
| -58% | -$210K | ﹤0.01% | 1757 |
|
|
2024
Q3 | $414K | Buy |
689
+426
| +162% | +$256K | ﹤0.01% | 1188 |
|
|
2024
Q2 | $143K | Hold |
263
| – | – | ﹤0.01% | 1608 |
|
|
2024
Q1 | $169K | Hold |
263
| – | – | ﹤0.01% | 1513 |
|
|
2023
Q4 | $154K | Buy |
263
+4
| +2% | +$2.34K | ﹤0.01% | 1484 |
|
|
2023
Q3 | $135K | Buy |
259
+1
| +0.4% | +$520 | ﹤0.01% | 1437 |
|
|
2023
Q2 | $140K | Hold |
258
| – | – | ﹤0.01% | 1427 |
|
|
2023
Q1 | $139K | Hold |
258
| – | – | ﹤0.01% | 1439 |
|
|
2022
Q4 | $132K | Hold |
258
| – | – | ﹤0.01% | 1434 |
|
|
2022
Q3 | $113K | Sell |
258
-8
| -3% | -$3.5K | ﹤0.01% | 1445 |
|
|
2022
Q2 | $125K | Sell |
266
-29
| -10% | -$13.6K | ﹤0.01% | 1403 |
|
|
2022
Q1 | $149K | Sell |
295
-1,880
| -86% | -$950K | ﹤0.01% | 1417 |
|
|
2021
Q4 | $1.15M | Buy |
2,175
+1,920
| +753% | +$1.02M | 0.02% | 648 |
|
|
2021
Q3 | $119K | Hold |
255
| – | – | ﹤0.01% | 1478 |
|
|
2021
Q2 | $121K | Hold |
255
| – | – | ﹤0.01% | 1986 |
|
|
2021
Q1 | $117K | Hold |
255
| – | – | ﹤0.01% | 1541 |
|
|
2020
Q4 | $136K | Hold |
255
| – | – | ﹤0.01% | 1234 |
|
|
2020
Q3 | $122K | Hold |
255
| – | – | ﹤0.01% | 1141 |
|
|
2020
Q2 | $115K | Hold |
255
| – | – | ﹤0.01% | 1091 |
|
|
2020
Q1 | $110K | Hold |
255
| – | – | ﹤0.01% | 963 |
|
|
2019
Q4 | $112K | Hold |
255
| – | – | ﹤0.01% | 1090 |
|
|
2019
Q3 | $106K | Hold |
255
| – | – | ﹤0.01% | 1060 |
|
|
2019
Q2 | $92K | Buy |
+255
| New | +$92K | ﹤0.01% | 1089 |
|
|
2018
Q4 | – | Sell |
-255
| Closed | -$81K | – | 977 |
|
|
2018
Q3 | $81K | Hold |
255
| – | – | ﹤0.01% | 1002 |
|
|
2018
Q2 | $82K | Hold |
255
| – | – | ﹤0.01% | 913 |
|
|
2018
Q1 | $69K | Hold |
255
| – | – | ﹤0.01% | 882 |
|
|
2017
Q4 | $61K | Hold |
255
| – | – | ﹤0.01% | 769 |
|
|
2017
Q3 | $51K | Hold |
255
| – | – | 0.01% | 688 |
|
|
2017
Q2 | $52K | Hold |
255
| – | – | 0.01% | 616 |
|
|
2017
Q1 | $46K | Buy |
+255
| New | +$46K | 0.01% | 564 |
|