Venturi 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 | – | Sell |
-479
| Closed | -$295K | – | 543 |
|
|
2025
Q1 | $295K | Sell |
479
-297
| -38% | -$183K | 0.02% | 442 |
|
|
2024
Q4 | $411K | Buy |
776
+351
| +83% | +$186K | 0.02% | 373 |
|
|
2024
Q3 | $255K | Buy |
425
+159
| +60% | +$95.6K | 0.01% | 417 |
|
|
2024
Q2 | $144K | Buy |
266
+223
| +519% | +$121K | 0.01% | 453 |
|
|
2024
Q1 | $27.6K | Sell |
43
-1
| -2% | -$642 | ﹤0.01% | 645 |
|
|
2023
Q4 | $25.7K | Buy |
44
+1
| +2% | +$585 | ﹤0.01% | 635 |
|
|
2023
Q3 | $22.3K | Sell |
43
-10
| -19% | -$5.2K | ﹤0.01% | 595 |
|
|
2023
Q2 | $28.7K | Buy |
53
+9
| +20% | +$4.88K | ﹤0.01% | 498 |
|
|
2023
Q1 | $23.7K | Buy |
+44
| New | +$23.7K | ﹤0.01% | 567 |
|
|
2021
Q2 | – | Sell |
-2,443
| Closed | -$1.12M | – | 318 |
|
|
2021
Q1 | $1.12M | Sell |
2,443
-86
| -3% | -$39.5K | 0.11% | 134 |
|
|
2020
Q4 | $1.35M | Buy |
2,529
+175
| +7% | +$93.2K | 0.14% | 109 |
|
|
2020
Q3 | $1.13M | Buy |
+2,354
| New | +$1.13M | 0.13% | 111 |
|