Carson Wealth (CWM LLC)’s Encompass Health EHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.3M | Buy |
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|
2025
Q2 | $1.58M | Buy |
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|
2025
Q1 | $1.3M | Sell |
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|
2024
Q4 | $1.37M | Buy |
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|
2024
Q3 | $789K | Buy |
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|
2024
Q2 | $548K | Buy |
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|
2024
Q1 | $496K | Buy |
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|
2023
Q4 | $379K | Sell |
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|
2023
Q3 | $400K | Buy |
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|
2023
Q2 | $403K | Buy |
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|
2023
Q1 | $51K | Buy |
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|
2022
Q4 | $27K | Sell |
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|
2022
Q3 | $28K | Buy |
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|
2022
Q2 | $21K | Buy |
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|
2022
Q1 | $26K | Sell |
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|
2021
Q4 | $384K | Buy |
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|
2021
Q2 | $456K | Hold |
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|
2021
Q1 | $456K | Hold |
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|
2020
Q4 | $456K | Hold |
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|
2020
Q3 | $456K | Hold |
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|
2020
Q2 | $456K | Hold |
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|
2020
Q1 | $456K | Hold |
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|
2019
Q4 | $456K | Hold |
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|
2019
Q3 | $456K | Hold |
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|
2019
Q2 | $456K | Hold |
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|
2019
Q1 | $456K | Sell |
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|
2018
Q4 | $394K | Sell |
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|
2018
Q3 | $499K | Buy |
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|
2018
Q2 | $433K | Buy |
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|
2018
Q1 | $365K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $296K | Hold |
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|
2017
Q2 | $309K | Hold |
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|
2017
Q1 | $273K | Buy |
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|
2016
Q4 | $258K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $1K | Sell |
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|
2016
Q1 | $8K | Hold |
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|
2015
Q4 | $8K | Hold |
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|
2015
Q3 | $9K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $1K | Sell |
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|
2013
Q3 | $13K | Buy |
|