Bernzott Capital Advisors’s Encompass Health EHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.95M | Sell |
48,541
-15,004
| -24% | -$1.84M | 3.04% | 17 |
|
|
2025
Q1 | $6.44M | Sell |
63,545
-1,395
| -2% | -$141K | 3.17% | 14 |
|
|
2024
Q4 | $6M | Sell |
64,940
-19,359
| -23% | -$1.79M | 2.97% | 20 |
|
|
2024
Q3 | $8.15M | Buy |
84,299
+591
| +0.7% | +$57.1K | 3.51% | 9 |
|
|
2024
Q2 | $7.18M | Sell |
83,708
-9,562
| -10% | -$820K | 3.31% | 7 |
|
|
2024
Q1 | $7.7M | Sell |
93,270
-7,396
| -7% | -$611K | 3.05% | 16 |
|
|
2023
Q4 | $6.72M | Sell |
100,666
-27,997
| -22% | -$1.87M | 2.62% | 18 |
|
|
2023
Q3 | $8.64M | Sell |
128,663
-83,020
| -39% | -$5.58M | 2.98% | 6 |
|
|
2023
Q2 | $14.3M | Sell |
211,683
-62,019
| -23% | -$4.2M | 3.09% | 7 |
|
|
2023
Q1 | $14.8M | Sell |
273,702
-120,375
| -31% | -$6.51M | 3.06% | 7 |
|
|
2022
Q4 | $23.6M | Buy |
394,077
+125,487
| +47% | +$7.51M | 3.05% | 9 |
|
|
2022
Q3 | $12.1M | Buy |
+268,590
| New | +$12.1M | 1.68% | 29 |
|