Tompkins Financial’s Chemed CHE Stock Holding History

Tompkins Financial’s Portfolio CHE Stock Details CHE Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$84.7K	Hold	174	–	–	0.01%	265
2025 Q1	$107K	Hold	174	–	–	0.01%	250
2024 Q4	$92.2K	Sell	174 -136	-44%	-$72.1K	0.01%	267
2024 Q3	$186K	Hold	310	–	–	0.02%	203
2024 Q2	$168K	Hold	310	–	–	0.02%	218
2024 Q1	$199K	Hold	310	–	–	0.02%	199
2023 Q4	$181K	Sell	310 -13	-4%	-$7.6K	0.02%	204
2023 Q3	$168K	Hold	323	–	–	0.03%	189
2023 Q2	$175K	Hold	323	–	–	0.03%	191
2023 Q1	$174K	Hold	323	–	–	0.03%	189
2022 Q4	$165K	Sell	323 -77	-19%	-$39.3K	0.03%	199
2022 Q3	$175K	Hold	400	–	–	0.03%	189
2022 Q2	$188K	Hold	400	–	–	0.03%	186
2022 Q1	$203K	Hold	400	–	–	0.03%	188
2021 Q4	$212K	Hold	400	–	–	0.04%	134
2021 Q3	$186K	Buy	+400	New	+$186K	0.03%	134
2021 Q1	$230K	Hold	500	–	–	0.04%	132
2020 Q4	$266K	Hold	500	–	–	0.05%	122
2020 Q3	$240K	Hold	500	–	–	0.05%	139
2020 Q2	$225K	Sell	500 -33	-6%	-$14.9K	0.05%	145
2020 Q1	$231K	Hold	533	–	–	0.05%	137
2019 Q4	$234K	Hold	533	–	–	0.04%	160
2019 Q3	$223K	Hold	533	–	–	0.05%	149
2019 Q2	$192K	Sell	533 -58	-10%	-$20.9K	0.04%	156
2019 Q1	$189K	Hold	591	–	–	0.04%	159
2018 Q4	$167K	Hold	591	–	–	0.04%	165
2018 Q3	$189K	Sell	591 -25	-4%	-$8K	0.04%	170
2018 Q2	$199K	Hold	616	–	–	0.04%	171
2018 Q1	$168K	Buy	616 +9	+1%	+$2.46K	0.04%	178
2017 Q4	$147K	Hold	607	–	–	0.03%	168
2017 Q3	$123K	Sell	607 -99	-14%	-$20.1K	0.03%	176
2017 Q2	$145K	Hold	706	–	–	0.04%	170
2017 Q1	$129K	Buy	706 +10	+1%	+$1.83K	0.03%	167
2016 Q4	$111K	Buy	696 +71	+11%	+$11.3K	0.03%	161
2016 Q3	$88K	Hold	625	–	–	0.03%	175
2016 Q2	$86K	Hold	625	–	–	0.03%	197
2016 Q1	$84K	Hold	625	–	–	0.03%	198
2015 Q4	$94K	Hold	625	–	–	0.03%	204
2015 Q3	$83K	Hold	625	–	–	0.03%	203
2015 Q2	$81K	Sell	625 -55	-8%	-$7.13K	0.02%	215
2015 Q1	$81K	Sell	680 -20	-3%	-$2.38K	0.02%	231
2014 Q4	$74K	Hold	700	–	–	0.02%	223
2014 Q3	$72K	Sell	700 -130	-16%	-$13.4K	0.02%	219
2014 Q2	$77K	Hold	830	–	–	0.02%	220
2014 Q1	$74K	Hold	830	–	–	0.02%	212
2013 Q4	$64K	Buy	830 +50	+6%	+$3.86K	0.02%	237
2013 Q3	$56K	Buy	780 +400	+105%	+$28.7K	0.02%	233
2013 Q2	$28K	Buy	+380	New	+$28K	0.01%	314