Ownership history in Avion Wealth · 8 quarters on record
This page tracks every 13F SEC filing in which Avion Wealth reported a position in CHEMED CORP NEW (CHE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 4 | +2 | +100.0% | 0.00% | $1K | $446.56 |
| 2025 Q1 | UNCHANGED | 2 | — | 0% | 0.00% | $1K | $612.32 |
| 2024 Q4 | UNCHANGED | 2 | — | 0% | 0.00% | $1K | $526.73 |
| 2024 Q3 | UNCHANGED | 2 | — | 0% | 0.00% | $1K | $596.95 |
| 2024 Q2 | REDUCED | 2 | -2 | -50.0% | 0.00% | $1K | $538.49 |
| 2024 Q1 | ADDED | 4 | +2 | +100.0% | 0.00% | $3K | $636.62 |
| 2023 Q4 | UNCHANGED | 2 | — | 0% | 0.00% | $1K | $579.52 |
| 2023 Q3 | INITIATED | 2 | — | — | 0.00% | $1K | — |
As of 2025 Q4 — sorted by position size