Heritage Wealth Advisors’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 | $235K | Hold |
1,918
| – | – | 0.01% | 189 |
|
|
2025
Q1 | $194K | Hold |
1,918
| – | – | 0.01% | 201 |
|
|
2024
Q4 | $177K | Hold |
1,918
| – | – | 0.01% | 211 |
|
|
2024
Q3 | $185K | Hold |
1,918
| – | – | 0.01% | 219 |
|
|
2024
Q2 | $165K | Hold |
1,918
| – | – | 0.01% | 218 |
|
|
2024
Q1 | $158K | Hold |
1,918
| – | – | 0.01% | 230 |
|
|
2023
Q4 | $128K | Hold |
1,918
| – | – | 0.01% | 246 |
|
|
2023
Q3 | $129K | Hold |
1,918
| – | – | 0.01% | 233 |
|
|
2023
Q2 | $130K | Hold |
1,918
| – | – | 0.01% | 232 |
|
|
2023
Q1 | $104K | Hold |
1,918
| – | – | 0.01% | 257 |
|
|
2022
Q4 | $115K | Hold |
1,918
| – | – | 0.01% | 252 |
|
|
2022
Q3 | $86.8K | Sell |
1,918
-493
| -20% | -$22.3K | 0.01% | 260 |
|
|
2022
Q2 | $108K | Hold |
2,411
| – | – | 0.01% | 253 |
|
|
2022
Q1 | $136K | Hold |
2,411
| – | – | 0.01% | 225 |
|
|
2021
Q4 | $125K | Hold |
2,411
| – | – | 0.01% | 242 |
|
|
2021
Q3 | $144K | Hold |
2,411
| – | – | 0.01% | 224 |
|
|
2021
Q2 | $150K | Hold |
2,411
| – | – | 0.01% | 223 |
|
|
2021
Q1 | $157K | Hold |
2,411
| – | – | 0.01% | 223 |
|
|
2020
Q4 | $159K | Hold |
2,411
| – | – | 0.01% | 215 |
|
|
2020
Q3 | $125K | Hold |
2,411
| – | – | 0.02% | 188 |
|
|
2020
Q2 | $119K | Hold |
2,411
| – | – | 0.02% | 186 |
|
|
2020
Q1 | $123K | Hold |
2,411
| – | – | 0.02% | 170 |
|
|
2019
Q4 | $133K | Hold |
2,411
| – | – | 0.02% | 206 |
|
|
2019
Q3 | $121K | Hold |
2,411
| – | – | 0.02% | 195 |
|
|
2019
Q2 | $122K | Hold |
2,411
| – | – | 0.02% | 178 |
|
|
2019
Q1 | $112K | Hold |
2,411
| – | – | 0.02% | 170 |
|
|
2018
Q4 | $118K | Hold |
2,411
| – | – | 0.02% | 152 |
|
|
2018
Q3 | $149K | Buy |
+2,411
| New | +$149K | 0.03% | 134 |
|