Heritage Wealth Management (Ohio)’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	$1.81M	Sell	14,787 -150	-1%	-$18.4K	0.59%	44
2025 Q1	$1.51M	Sell	14,937 -100	-0.7%	-$10.1K	0.51%	48
2024 Q4	$1.39M	Sell	15,037 -60	-0.4%	-$5.54K	0.46%	54
2024 Q3	$1.46M	Sell	15,097 -40	-0.3%	-$3.87K	0.48%	54
2024 Q2	$1.29M	Buy	+15,137	New	+$1.29M	0.43%	62