Wealth Enhancement Advisory Services’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.13M | Buy |
2,389
+893
| +60% | +$423K | ﹤0.01% | 1669 |
|
2025
Q1 | $921K | Buy |
1,496
+114
| +8% | +$70.2K | ﹤0.01% | 1636 |
|
2024
Q4 | $732K | Buy |
1,382
+207
| +18% | +$110K | ﹤0.01% | 1714 |
|
2024
Q3 | $706K | Buy |
1,175
+75
| +7% | +$45.1K | ﹤0.01% | 1587 |
|
2024
Q2 | $597K | Sell |
1,100
-64
| -5% | -$34.7K | ﹤0.01% | 1540 |
|
2024
Q1 | $747K | Buy |
1,164
+87
| +8% | +$55.8K | ﹤0.01% | 1363 |
|
2023
Q4 | $630K | Buy |
1,077
+34
| +3% | +$19.9K | ﹤0.01% | 1380 |
|
2023
Q3 | $542K | Buy |
+1,043
| New | +$542K | ﹤0.01% | 1379 |
|
2021
Q3 | – | Hold |
0
| – | – | – | 294 |
|
2021
Q2 | – | Hold |
0
| – | – | – | 270 |
|
2021
Q1 | – | Hold |
0
| – | – | – | 259 |
|
2020
Q4 | – | Hold |
0
| – | – | – | 221 |
|
2020
Q3 | – | Hold |
0
| – | – | – | 209 |
|
2020
Q2 | – | Hold |
0
| – | – | – | 218 |
|
2019
Q4 | – | Hold |
0
| – | – | – | 211 |
|
2019
Q3 | – | Hold |
0
| – | – | – | 203 |
|
2019
Q1 | – | Hold |
0
| – | – | – | 185 |
|
2018
Q4 | – | Hold |
0
| – | – | – | 171 |
|