A detailed history of Heritage Wealth Management, LLC transactions in Chemed Corp stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 577 shares of CHE stock, worth $312,549. This represents 0.18% of its overall portfolio holdings.

Number of Shares
577
Previous 600 3.83%
Holding current value
$312,549
Previous $350,000 5.71%
% of portfolio
0.18%
Previous 0.19%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024

SELL
$566.18 - $650.7 $13,022 - $14,966
-23 Reduced 3.83%
577 $370,000
Q4 2023

Feb 06, 2024

SELL
$502.71 - $593.0 $467,520 - $551,490
-930 Reduced 60.78%
600 $350,000
Q4 2022

Feb 13, 2023

BUY
$432.5 - $523.63 $361,570 - $437,754
836 Added 120.46%
1,530 $780,000
Q3 2022

Nov 14, 2022

BUY
$436.56 - $524.08 $13,969 - $16,770
32 Added 4.83%
694 $303,000
Q2 2022

Aug 15, 2022

BUY
$437.63 - $523.06 $33,697 - $40,275
77 Added 13.16%
662 $310,000
Q1 2022

Aug 15, 2022

BUY
$452.33 - $527.05 $134,794 - $157,060
298 Added 103.83%
585 $296,000
Q3 2021

Nov 10, 2021

SELL
$451.98 - $485.71 $192,091 - $206,426
-425 Reduced 59.69%
287 $133,000
Q2 2021

Aug 11, 2021

BUY
$459.25 - $502.91 $95,983 - $105,108
209 Added 41.55%
712 $338,000
Q1 2021

Jul 16, 2021

BUY
$420.53 - $556.02 $211,526 - $279,678
503 New
503 $231,000

Others Institutions Holding CHE

About CHEMED CORP


  • Ticker CHE
  • Exchange NYSE
  • Sector Healthcare
  • Industry Medical Care Facilities
  • Shares Outstandng 14,904,900
  • Market Cap $8.07B
  • Description
  • Chemed Corporation provides hospice and palliative care services to patients through a network of physicians, registered nurses, home health aides, social workers, clergy, and volunteers primarily in the United States. The company operates in two segments, VITAS and Roto-Rooter. It offers plumbing, drain cleaning, excavation, water restoration, ...
More about CHE
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