Stonebridge Capital Advisors’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Hold |
503
| – | – | 0.02% | 191 |
|
|
2025
Q1 | $310K | Hold |
503
| – | – | 0.03% | 163 |
|
|
2024
Q4 | $266K | Hold |
503
| – | – | 0.02% | 185 |
|
|
2024
Q3 | $302K | Hold |
503
| – | – | 0.02% | 180 |
|
|
2024
Q2 | $273K | Hold |
503
| – | – | 0.02% | 176 |
|
|
2024
Q1 | $323K | Hold |
503
| – | – | 0.03% | 170 |
|
|
2023
Q4 | $294K | Hold |
503
| – | – | 0.03% | 166 |
|
|
2023
Q3 | $261K | Hold |
503
| – | – | 0.03% | 174 |
|
|
2023
Q2 | $272K | Hold |
503
| – | – | 0.03% | 173 |
|
|
2023
Q1 | $270K | Hold |
503
| – | – | 0.03% | 169 |
|
|
2022
Q4 | $257K | Sell |
503
-2
| -0.4% | -$1.02K | 0.03% | 178 |
|
|
2022
Q3 | $220K | Buy |
505
+2
| +0.4% | +$871 | 0.03% | 182 |
|
|
2022
Q2 | $236K | Hold |
503
| – | – | 0.03% | 180 |
|
|
2022
Q1 | $255K | Hold |
503
| – | – | 0.03% | 183 |
|
|
2021
Q4 | $266K | Hold |
503
| – | – | 0.03% | 178 |
|
|
2021
Q3 | $234K | Sell |
503
-503
| -50% | -$234K | 0.03% | 179 |
|
|
2021
Q2 | $470K | Buy |
1,006
+503
| +100% | +$235K | 0.03% | 176 |
|
|
2021
Q1 | $231K | Hold |
503
| – | – | 0.03% | 176 |
|
|
2020
Q4 | $268K | Sell |
503
-3
| -0.6% | -$1.6K | 0.04% | 154 |
|
|
2020
Q3 | $243K | Buy |
506
+3
| +0.6% | +$1.44K | 0.04% | 150 |
|
|
2020
Q2 | $227K | Hold |
503
| – | – | 0.04% | 155 |
|
|
2020
Q1 | $218K | Hold |
503
| – | – | 0.05% | 150 |
|
|
2019
Q4 | $221K | Hold |
503
| – | – | 0.04% | 173 |
|
|
2019
Q3 | $210K | Hold |
503
| – | – | 0.04% | 169 |
|
|
2019
Q2 | $182K | Buy |
+503
| New | +$182K | 0.03% | 181 |
|