Creative Planning’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 | $3.47M | Buy |
28,328
+3,681
| +15% | +$451K | ﹤0.01% | 947 |
|
|
2025
Q1 | $2.5M | Buy |
24,647
+1,335
| +6% | +$135K | ﹤0.01% | 1039 |
|
|
2024
Q4 | $2.15M | Buy |
23,312
+4,226
| +22% | +$390K | ﹤0.01% | 1085 |
|
|
2024
Q3 | $1.84M | Buy |
19,086
+743
| +4% | +$71.8K | ﹤0.01% | 1105 |
|
|
2024
Q2 | $1.57M | Buy |
18,343
+962
| +6% | +$82.5K | ﹤0.01% | 1117 |
|
|
2024
Q1 | $1.44M | Buy |
17,381
+1,206
| +7% | +$99.6K | ﹤0.01% | 1116 |
|
|
2023
Q4 | $1.08M | Buy |
16,175
+9,279
| +135% | +$619K | ﹤0.01% | 1186 |
|
|
2023
Q3 | $463K | Sell |
6,896
-634
| -8% | -$42.6K | ﹤0.01% | 1611 |
|
|
2023
Q2 | $510K | Sell |
7,530
-959
| -11% | -$64.9K | ﹤0.01% | 1534 |
|
|
2023
Q1 | $459K | Buy |
8,489
+630
| +8% | +$34.1K | ﹤0.01% | 1512 |
|
|
2022
Q4 | $470K | Buy |
7,859
+520
| +7% | +$31.1K | ﹤0.01% | 1457 |
|
|
2022
Q3 | $332K | Sell |
7,339
-296
| -4% | -$13.4K | ﹤0.01% | 1576 |
|
|
2022
Q2 | $340K | Buy |
7,635
+256
| +3% | +$11.4K | ﹤0.01% | 1528 |
|
|
2022
Q1 | $418K | Sell |
7,379
-55
| -0.7% | -$3.12K | ﹤0.01% | 1425 |
|
|
2021
Q4 | $386K | Buy |
7,434
+774
| +12% | +$40.2K | ﹤0.01% | 1462 |
|
|
2021
Q3 | $398K | Sell |
6,660
-52
| -0.8% | -$3.11K | ﹤0.01% | 1427 |
|
|
2021
Q2 | $417K | Sell |
6,712
-714
| -10% | -$44.4K | ﹤0.01% | 1375 |
|
|
2021
Q1 | $484K | Buy |
7,426
+16
| +0.2% | +$1.04K | ﹤0.01% | 1444 |
|
|
2020
Q4 | $487K | Buy |
7,410
+99
| +1% | +$6.51K | ﹤0.01% | 1312 |
|
|
2020
Q3 | $378K | Sell |
7,311
-381
| -5% | -$19.7K | ﹤0.01% | 1260 |
|
|
2020
Q2 | $379K | Sell |
7,692
-1,722
| -18% | -$84.8K | ﹤0.01% | 1165 |
|
|
2020
Q1 | $480K | Buy |
9,414
+824
| +10% | +$42K | ﹤0.01% | 955 |
|
|
2019
Q4 | $473K | Buy |
8,590
+189
| +2% | +$10.4K | ﹤0.01% | 1131 |
|
|
2019
Q3 | $423K | Buy |
8,401
+19
| +0.2% | +$957 | ﹤0.01% | 1156 |
|
|
2019
Q2 | $422K | Buy |
8,382
+273
| +3% | +$13.7K | ﹤0.01% | 1162 |
|
|
2019
Q1 | $377K | Sell |
8,109
-13,801
| -63% | -$642K | ﹤0.01% | 1194 |
|
|
2018
Q4 | $1.08M | Sell |
21,910
-84
| -0.4% | -$4.12K | ﹤0.01% | 637 |
|
|
2018
Q3 | $1.36M | Sell |
21,994
-40
| -0.2% | -$2.48K | 0.01% | 620 |
|
|
2018
Q2 | $1.19M | Sell |
22,034
-2,097
| -9% | -$113K | ﹤0.01% | 652 |
|
|
2018
Q1 | $1.1M | Buy |
+24,131
| New | +$1.1M | ﹤0.01% | 683 |
|
|
2017
Q4 | – | Sell |
-8,478
| Closed | -$313K | – | 1901 |
|
|
2017
Q3 | $313K | Buy |
8,478
+4,977
| +142% | +$184K | ﹤0.01% | 1298 |
|
|
2017
Q2 | $135K | Buy |
3,501
+1,199
| +52% | +$46.2K | ﹤0.01% | 1761 |
|
|
2017
Q1 | $78K | Buy |
2,302
+888
| +63% | +$30.1K | ﹤0.01% | 2112 |
|
|
2016
Q4 | $46K | Buy |
1,414
+41
| +3% | +$1.33K | ﹤0.01% | 2429 |
|
|
2016
Q3 | $44K | Sell |
1,373
-2,220
| -62% | -$71.1K | ﹤0.01% | 2441 |
|
|
2016
Q2 | $111K | Buy |
3,593
+71
| +2% | +$2.19K | ﹤0.01% | 1603 |
|
|
2016
Q1 | $105K | Sell |
3,522
-282
| -7% | -$8.41K | ﹤0.01% | 1589 |
|
|
2015
Q4 | $105K | Buy |
3,804
+568
| +18% | +$15.7K | ﹤0.01% | 1588 |
|
|
2015
Q3 | $99K | Buy |
+3,236
| New | +$99K | ﹤0.01% | 1596 |
|
|
2015
Q2 | – | Sell |
-2,770
| Closed | -$98K | – | 1556 |
|
|
2015
Q1 | $98K | Hold |
2,770
| – | – | ﹤0.01% | 1568 |
|
|
2014
Q4 | $85K | Buy |
2,770
+6
| +0.2% | +$184 | ﹤0.01% | 1620 |
|
|
2014
Q3 | $81K | Sell |
2,764
-2,615
| -49% | -$76.6K | ﹤0.01% | 1600 |
|
|
2014
Q2 | $153K | Buy |
5,379
+2,562
| +91% | +$72.9K | ﹤0.01% | 1177 |
|
|
2014
Q1 | $81K | Buy |
2,817
+4
| +0.1% | +$115 | ﹤0.01% | 1515 |
|
|
2013
Q4 | $75K | Sell |
2,813
-64
| -2% | -$1.71K | ﹤0.01% | 1355 |
|
|
2013
Q3 | $79K | Hold |
2,877
| – | – | ﹤0.01% | 1259 |
|
|
2013
Q2 | $66K | Buy |
+2,877
| New | +$66K | ﹤0.01% | 1217 |
|