Creative Planning’s Encompass Health EHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.79M | Buy |
59,903
+20,170
| +51% | +$2.07M | ﹤0.01% | 1080 |
|
|
2025
Q4 | $4.22M | Sell |
39,733
-939
| -2% | -$109K | ﹤0.01% | 1131 |
|
|
2025
Q3 | $5.17M | Buy |
40,672
+12,344
| +44% | +$1.47M | ﹤0.01% | 860 |
|
|
2025
Q2 | $3.47M | Buy |
28,328
+3,681
| +15% | +$420K | ﹤0.01% | 950 |
|
|
2025
Q1 | $2.5M | Buy |
24,647
+1,335
| +6% | +$130K | ﹤0.01% | 1042 |
|
|
2024
Q4 | $2.15M | Buy |
23,312
+4,226
| +22% | +$415K | ﹤0.01% | 1088 |
|
|
2024
Q3 | $1.84M | Buy |
19,086
+743
| +4% | +$66.8K | ﹤0.01% | 1105 |
|
|
2024
Q2 | $1.57M | Buy |
18,343
+962
| +6% | +$80.7K | ﹤0.01% | 1121 |
|
|
2024
Q1 | $1.44M | Buy |
17,381
+1,206
| +7% | +$88.3K | ﹤0.01% | 1119 |
|
|
2023
Q4 | $1.08M | Buy |
16,175
+9,279
| +135% | +$601K | ﹤0.01% | 1189 |
|
|
2023
Q3 | $463K | Sell |
6,896
-634
| -8% | -$43.6K | ﹤0.01% | 1615 |
|
|
2023
Q2 | $510K | Sell |
7,530
-959
| -11% | -$60.1K | ﹤0.01% | 1540 |
|
|
2023
Q1 | $459K | Buy |
8,489
+630
| +8% | +$36.7K | ﹤0.01% | 1517 |
|
|
2022
Q4 | $470K | Buy |
7,859
+520
| +7% | +$28.3K | ﹤0.01% | 1463 |
|
|
2022
Q3 | $332K | Sell |
7,339
-296
| -4% | -$14.8K | ﹤0.01% | 1585 |
|
|
2022
Q2 | $340K | Buy |
7,635
+256
| +3% | +$13.1K | ﹤0.01% | 1534 |
|
|
2022
Q1 | $418K | Sell |
7,379
-55
| -0.7% | -$2.87K | ﹤0.01% | 1427 |
|
|
2021
Q4 | $386K | Buy |
7,434
+774
| +12% | +$39.9K | ﹤0.01% | 1462 |
|
|
2021
Q3 | $398K | Sell |
6,660
-52
| -0.8% | -$3.27K | ﹤0.01% | 1427 |
|
|
2021
Q2 | $417K | Sell |
6,712
-714
| -10% | -$47.6K | ﹤0.01% | 1379 |
|
|
2021
Q1 | $484K | Buy |
7,426
+16
| +0.2% | +$1.04K | ﹤0.01% | 1467 |
|
|
2020
Q4 | $487K | Buy |
7,410
+99
| +1% | +$5.82K | ﹤0.01% | 1334 |
|
|
2020
Q3 | $378K | Sell |
7,311
-381
| -5% | -$19.6K | ﹤0.01% | 1277 |
|
|
2020
Q2 | $379K | Sell |
7,692
-1,722
| -18% | -$92.9K | ﹤0.01% | 1178 |
|
|
2020
Q1 | $480K | Buy |
9,414
+824
| +10% | +$47.5K | ﹤0.01% | 964 |
|
|
2019
Q4 | $473K | Buy |
8,590
+189
| +2% | +$10.3K | ﹤0.01% | 1138 |
|
|
2019
Q3 | $423K | Buy |
8,401
+19
| +0.2% | +$955 | ﹤0.01% | 1161 |
|
|
2019
Q2 | $422K | Buy |
8,382
+273
| +3% | +$13.3K | ﹤0.01% | 1168 |
|
|
2019
Q1 | $377K | Sell |
8,109
-13,801
| -63% | -$699K | ﹤0.01% | 1202 |
|
|
2018
Q4 | $1.07M | Sell |
21,910
-84
| -0.4% | -$4.78K | ﹤0.01% | 642 |
|
|
2018
Q3 | $1.36M | Sell |
21,994
-40
| -0.2% | -$2.43K | 0.01% | 624 |
|
|
2018
Q2 | $1.19M | Sell |
22,034
-2,097
| -9% | -$105K | ﹤0.01% | 658 |
|
|
2018
Q1 | $1.1M | Buy |
+24,131
| New | +$1.03M | ﹤0.01% | 688 |
|
|
2017
Q4 | – | Sell |
-8,478
| Closed | -$313K | – | 1930 |
|
|
2017
Q3 | $313K | Buy |
8,478
+4,977
| +142% | +$177K | ﹤0.01% | 1310 |
|
|
2017
Q2 | $135K | Buy |
3,501
+1,199
| +52% | +$43.9K | ﹤0.01% | 1773 |
|
|
2017
Q1 | $78K | Buy |
2,302
+888
| +63% | +$29.2K | ﹤0.01% | 2128 |
|
|
2016
Q4 | $46K | Buy |
1,414
+41
| +3% | +$1.33K | ﹤0.01% | 2446 |
|
|
2016
Q3 | $44K | Sell |
1,373
-2,220
| -62% | -$71.9K | ﹤0.01% | 2460 |
|
|
2016
Q2 | $111K | Buy |
3,593
+71
| +2% | +$2.22K | ﹤0.01% | 1610 |
|
|
2016
Q1 | $105K | Sell |
3,522
-282
| -7% | -$7.79K | ﹤0.01% | 1595 |
|
|
2015
Q4 | $105K | Buy |
3,804
+568
| +18% | +$16.2K | ﹤0.01% | 1602 |
|
|
2015
Q3 | $99K | Buy |
+3,236
| New | +$113K | ﹤0.01% | 1605 |
|
|
2015
Q2 | – | Sell |
-2,770
| Closed | -$98K | – | 1624 |
|
|
2015
Q1 | $98K | Hold |
2,770
| – | – | ﹤0.01% | 1578 |
|
|
2014
Q4 | $85K | Buy |
2,770
+6
| +0.2% | +$187 | ﹤0.01% | 1632 |
|
|
2014
Q3 | $81K | Sell |
2,764
-2,615
| -49% | -$79.7K | ﹤0.01% | 1612 |
|
|
2014
Q2 | $153K | Buy |
5,379
+2,562
| +91% | +$71.4K | ﹤0.01% | 1182 |
|
|
2014
Q1 | $81K | Buy |
2,817
+4
| +0.1% | +$104 | ﹤0.01% | 1520 |
|
|
2013
Q4 | $75K | Sell |
2,813
-64
| -2% | -$1.78K | ﹤0.01% | 1355 |
|
|
2013
Q3 | $79K | Hold |
2,877
| – | – | ﹤0.01% | 1259 |
|
|
2013
Q2 | $66K | Buy |
+2,877
| New | +$65K | ﹤0.01% | 1217 |
|
Other funds holding EHC
VPM
VCM
