EverSource Wealth Advisors’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
$557K Buy
5,757
+585
+11% +$60K 0.02% 560
2025
Q4
$549K Buy
5,172
+505
+11% +$58.5K 0.02% 508
2025
Q3
$593K Buy
4,667
+213
+5% +$25.4K 0.02% 439
2025
Q2
$546K Buy
4,454
+528
+13% +$60.3K 0.02% 419
2025
Q1
$398K Buy
3,926
+143
+4% +$14K 0.02% 439
2024
Q4
$349K Buy
3,783
+72
+2% +$7.07K 0.02% 463
2024
Q3
$359K Sell
3,711
-196
-5% -$17.6K 0.02% 400
2024
Q2
$363K Buy
3,907
+1,487
+61% +$125K 0.02% 383
2024
Q1
$202K Sell
2,420
-295
-11% -$21.6K 0.02% 487
2023
Q4
$181K Buy
2,715
+2
+0.1% +$130 0.02% 460
2023
Q3
$182K Buy
2,713
+347
+15% +$23.9K 0.02% 417
2023
Q2
$160K Buy
2,366
+458
+24% +$28.7K 0.02% 448
2023
Q1
$103K Sell
1,908
-1
-0.1% -$58 0.01% 539
2022
Q4
$114K Sell
1,909
-175
-8% -$9.52K 0.02% 464
2022
Q3
$94K Sell
2,084
-681
-25% -$34.1K 0.02% 443
2022
Q2
$124K Buy
2,765
+1,073
+63% +$55K 0.03% 328
2022
Q1
$96K Buy
1,692
+187
+12% +$9.76K 0.02% 340
2021
Q4
$78K Buy
+1,505
New +$77.6K 0.02% 346

Other funds holding EHC