WhitTier Trust Company’s Chemed CHE Stock Holding History

WhitTier Trust Company’s Portfolio CHE Stock Details CHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$234K	Buy	481 +1	+0.2%	+$487	0.01%	503
2025 Q1	$295K	Hold	480	–	–	0.01%	469
2024 Q4	$254K	Hold	480	–	–	0.01%	470
2024 Q3	$288K	Sell	480 -2	-0.4%	-$1.2K	0.01%	433
2024 Q2	$262K	Buy	482 +57	+13%	+$30.9K	0.01%	431
2024 Q1	$273K	Hold	425	–	–	0.01%	426
2023 Q4	$249K	Sell	425 -42	-9%	-$24.6K	0.01%	430
2023 Q3	$243K	Sell	467 -4	-0.8%	-$2.08K	0.01%	428
2023 Q2	$255K	Hold	471	–	–	0.01%	428
2023 Q1	$253K	Hold	471	–	–	0.01%	422
2022 Q4	$240K	Hold	471	–	–	0.01%	442
2022 Q3	$206K	Buy	471 +3	+0.6%	+$1.31K	0.01%	463
2022 Q2	$220K	Buy	468 +28	+6%	+$13.2K	0.01%	451
2022 Q1	$223K	Sell	440 -60	-12%	-$30.4K	0.01%	450
2021 Q4	$265K	Hold	500	–	–	0.01%	434
2021 Q3	$233K	Sell	500 -500	-50%	-$233K	0.01%	436
2021 Q2	$475K	Hold	1,000	–	–	0.02%	344
2021 Q1	$460K	Hold	1,000	–	–	0.02%	343
2020 Q4	$533K	Hold	1,000	–	–	0.03%	306
2020 Q3	$480K	Hold	1,000	–	–	0.03%	303
2020 Q2	$451K	Hold	1,000	–	–	0.03%	301
2020 Q1	$433K	Hold	1,000	–	–	0.03%	284
2019 Q4	$439K	Hold	1,000	–	–	0.03%	315
2019 Q3	$418K	Hold	1,000	–	–	0.03%	317
2019 Q2	$361K	Hold	1,000	–	–	0.03%	327
2019 Q1	$320K	Hold	1,000	–	–	0.02%	339
2018 Q4	$283K	Hold	1,000	–	–	0.02%	332
2018 Q3	$320K	Hold	1,000	–	–	0.02%	326
2018 Q2	$322K	Hold	1,000	–	–	0.03%	325
2018 Q1	$273K	Buy	1,000 +500	+100%	+$137K	0.02%	344
2017 Q4	$122K	Hold	500	–	–	0.01%	427
2017 Q3	$101K	Hold	500	–	–	0.01%	433
2017 Q2	$102K	Hold	500	–	–	0.01%	423
2017 Q1	$91K	Hold	500	–	–	0.01%	442
2016 Q4	$80K	Hold	500	–	–	0.01%	461
2016 Q3	$71K	Hold	500	–	–	0.01%	475
2016 Q2	$68K	Hold	500	–	–	0.01%	475
2016 Q1	$68K	Hold	500	–	–	0.01%	478
2015 Q4	$75K	Hold	500	–	–	0.01%	458
2015 Q3	$67K	Hold	500	–	–	0.01%	476
2015 Q2	$66K	Hold	500	–	–	0.01%	496
2015 Q1	$60K	Hold	500	–	–	0.01%	508
2014 Q4	$53K	Hold	500	–	–	0.01%	524
2014 Q3	$51K	Hold	500	–	–	0.01%	532
2014 Q2	$47K	Hold	500	–	–	0.01%	559
2014 Q1	$45K	Hold	500	–	–	0.01%	574
2013 Q4	$38K	Hold	500	–	–	﹤0.01%	576
2013 Q3	$36K	Hold	500	–	–	﹤0.01%	557
2013 Q2	$36K	Buy	+500	New	+$36K	0.01%	546