Carson Wealth (CWM LLC)’s Encompass Health EHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Buy |
12,848
+13
| +0.1% | +$1.6K | 0.01% | 1036 |
|
|
2025
Q1 | $1.3M | Sell |
12,835
-1,989
| -13% | -$201K | 0.01% | 1017 |
|
|
2024
Q4 | $1.37M | Buy |
14,824
+6,660
| +82% | +$615K | 0.01% | 936 |
|
|
2024
Q3 | $789K | Buy |
8,164
+1,776
| +28% | +$172K | ﹤0.01% | 1148 |
|
|
2024
Q2 | $548K | Buy |
6,388
+379
| +6% | +$32.5K | ﹤0.01% | 1155 |
|
|
2024
Q1 | $496K | Buy |
6,009
+326
| +6% | +$26.9K | ﹤0.01% | 1146 |
|
|
2023
Q4 | $379K | Sell |
5,683
-279
| -5% | -$18.6K | ﹤0.01% | 1165 |
|
|
2023
Q3 | $400K | Buy |
5,962
+13
| +0.2% | +$872 | ﹤0.01% | 1048 |
|
|
2023
Q2 | $403K | Buy |
5,949
+4,998
| +526% | +$339K | ﹤0.01% | 1003 |
|
|
2023
Q1 | $51K | Buy |
951
+503
| +112% | +$27K | ﹤0.01% | 1855 |
|
|
2022
Q4 | $27K | Sell |
448
-177
| -28% | -$10.7K | ﹤0.01% | 2146 |
|
|
2022
Q3 | $28K | Buy |
625
+156
| +33% | +$6.99K | ﹤0.01% | 1999 |
|
|
2022
Q2 | $21K | Buy |
469
+4
| +0.9% | +$179 | ﹤0.01% | 2069 |
|
|
2022
Q1 | $26K | Sell |
465
-6,926
| -94% | -$387K | ﹤0.01% | 1911 |
|
|
2021
Q4 | $384K | Buy |
+7,391
| New | +$384K | ﹤0.01% | 798 |
|
|
2021
Q2 | $456K | Hold |
7,350
| – | – | ﹤0.01% | 694 |
|
|
2021
Q1 | $456K | Hold |
7,350
| – | – | ﹤0.01% | 694 |
|
|
2020
Q4 | $456K | Hold |
7,350
| – | – | ﹤0.01% | 694 |
|
|
2020
Q3 | $456K | Hold |
7,350
| – | – | ﹤0.01% | 694 |
|
|
2020
Q2 | $456K | Hold |
7,350
| – | – | ﹤0.01% | 694 |
|
|
2020
Q1 | $456K | Hold |
7,350
| – | – | ﹤0.01% | 694 |
|
|
2019
Q4 | $456K | Hold |
7,350
| – | – | ﹤0.01% | 694 |
|
|
2019
Q3 | $456K | Hold |
7,350
| – | – | ﹤0.01% | 694 |
|
|
2019
Q2 | $456K | Hold |
7,350
| – | – | ﹤0.01% | 694 |
|
|
2019
Q1 | $456K | Sell |
7,350
-675
| -8% | -$41.9K | ﹤0.01% | 694 |
|
|
2018
Q4 | $394K | Sell |
8,025
-22
| -0.3% | -$1.08K | 0.01% | 485 |
|
|
2018
Q3 | $499K | Buy |
8,047
+2
| +0% | +$124 | 0.01% | 385 |
|
|
2018
Q2 | $433K | Buy |
8,045
+20
| +0.2% | +$1.08K | 0.01% | 347 |
|
|
2018
Q1 | $365K | Buy |
+8,025
| New | +$365K | 0.01% | 309 |
|
|
2017
Q4 | – | Sell |
-8,025
| Closed | -$296K | – | 1484 |
|
|
2017
Q3 | $296K | Hold |
8,025
| – | – | 0.01% | 295 |
|
|
2017
Q2 | $309K | Hold |
8,025
| – | – | 0.02% | 273 |
|
|
2017
Q1 | $273K | Buy |
8,025
+164
| +2% | +$5.58K | 0.02% | 269 |
|
|
2016
Q4 | $258K | Buy |
+7,861
| New | +$258K | 0.02% | 256 |
|
|
2016
Q3 | – | Sell |
-30
| Closed | -$1K | – | 1003 |
|
|
2016
Q2 | $1K | Sell |
30
-252
| -89% | -$8.4K | ﹤0.01% | 737 |
|
|
2016
Q1 | $8K | Hold |
282
| – | – | ﹤0.01% | 549 |
|
|
2015
Q4 | $8K | Hold |
282
| – | – | ﹤0.01% | 484 |
|
|
2015
Q3 | $9K | Buy |
+282
| New | +$9K | ﹤0.01% | 453 |
|
|
2014
Q1 | – | Sell |
-30
| Closed | -$1K | – | 229 |
|
|
2013
Q4 | $1K | Sell |
30
-440
| -94% | -$14.7K | ﹤0.01% | 556 |
|
|
2013
Q3 | $13K | Buy |
+470
| New | +$13K | ﹤0.01% | 302 |
|