AE Wealth Management’s Encompass Health EHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,698
| Closed | -$434K | – | 2190 |
|
|
2024
Q4 | $434K | Buy |
4,698
+2,119
| +82% | +$196K | ﹤0.01% | 949 |
|
|
2024
Q3 | $249K | Sell |
2,579
-707
| -22% | -$68.3K | ﹤0.01% | 1095 |
|
|
2024
Q2 | $282K | Sell |
3,286
-6
| -0.2% | -$515 | ﹤0.01% | 1050 |
|
|
2024
Q1 | $272K | Sell |
3,292
-2,681
| -45% | -$221K | ﹤0.01% | 992 |
|
|
2023
Q4 | $428K | Sell |
5,973
-408
| -6% | -$29.2K | ﹤0.01% | 1532 |
|
|
2023
Q3 | $429K | Buy |
6,381
+1,350
| +27% | +$90.7K | ﹤0.01% | 1458 |
|
|
2023
Q2 | $341K | Sell |
5,031
-844
| -14% | -$57.1K | ﹤0.01% | 1552 |
|
|
2023
Q1 | $318K | Sell |
5,875
-15,289
| -72% | -$827K | ﹤0.01% | 1525 |
|
|
2022
Q4 | $1.27M | Buy |
21,164
+1,073
| +5% | +$64.2K | 0.01% | 897 |
|
|
2022
Q3 | $909K | Buy |
+20,091
| New | +$909K | 0.01% | 975 |
|
|
2021
Q4 | – | Sell |
-4,250
| Closed | -$254K | – | 1714 |
|
|
2021
Q3 | $254K | Sell |
4,250
-1,373
| -24% | -$82.1K | ﹤0.01% | 1424 |
|
|
2021
Q2 | $349K | Sell |
5,623
-4,130
| -42% | -$256K | ﹤0.01% | 1277 |
|
|
2021
Q1 | $635K | Buy |
9,753
+417
| +4% | +$27.2K | 0.01% | 920 |
|
|
2020
Q4 | $614K | Buy |
9,336
+897
| +11% | +$59K | 0.01% | 885 |
|
|
2020
Q3 | $436K | Buy |
8,439
+3,220
| +62% | +$166K | 0.01% | 917 |
|
|
2020
Q2 | $257K | Buy |
+5,219
| New | +$257K | ﹤0.01% | 1072 |
|