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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.17M | Buy |
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|
2025
Q2 | $3.47M | Buy |
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|
2025
Q1 | $2.5M | Buy |
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|
2024
Q4 | $2.15M | Buy |
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|
2024
Q3 | $1.84M | Buy |
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|
2024
Q2 | $1.57M | Buy |
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|
2024
Q1 | $1.44M | Buy |
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|
2023
Q4 | $1.08M | Buy |
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|
2023
Q3 | $463K | Sell |
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|
2023
Q2 | $510K | Sell |
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|
2023
Q1 | $459K | Buy |
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|
2022
Q4 | $470K | Buy |
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|
2022
Q3 | $332K | Sell |
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|
2022
Q2 | $340K | Buy |
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|
2022
Q1 | $418K | Sell |
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|
2021
Q4 | $386K | Buy |
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|
2021
Q3 | $398K | Sell |
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|
2021
Q2 | $417K | Sell |
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|
2021
Q1 | $484K | Buy |
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|
2020
Q4 | $487K | Buy |
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|
2020
Q3 | $378K | Sell |
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|
2020
Q2 | $379K | Sell |
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|
2020
Q1 | $480K | Buy |
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|
2019
Q4 | $473K | Buy |
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|
2019
Q3 | $423K | Buy |
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|
2019
Q2 | $422K | Buy |
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|
2019
Q1 | $377K | Sell |
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|
2018
Q4 | $1.07M | Sell |
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|
2018
Q3 | $1.36M | Sell |
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|
2018
Q2 | $1.19M | Sell |
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|
2018
Q1 | $1.1M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $313K | Buy |
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|
2017
Q2 | $135K | Buy |
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|
2017
Q1 | $78K | Buy |
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|
2016
Q4 | $46K | Buy |
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|
2016
Q3 | $44K | Sell |
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|
2016
Q2 | $111K | Buy |
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|
2016
Q1 | $105K | Sell |
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|
2015
Q4 | $105K | Buy |
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|
2015
Q3 | $99K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $98K | Hold |
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|
2014
Q4 | $85K | Buy |
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|
2014
Q3 | $81K | Sell |
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|
2014
Q2 | $153K | Buy |
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|
2014
Q1 | $81K | Buy |
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|
2013
Q4 | $75K | Sell |
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|
2013
Q3 | $79K | Hold |
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|
2013
Q2 | $66K | Buy |
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