Montag & Associates’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 | $431K | Hold |
3,514
| – | – | 0.02% | 322 |
|
|
2025
Q1 | $356K | Hold |
3,514
| – | – | 0.02% | 341 |
|
|
2024
Q4 | $325K | Hold |
3,514
| – | – | 0.02% | 366 |
|
|
2024
Q3 | $340K | Buy |
3,514
+1
| +0% | +$97 | 0.02% | 367 |
|
|
2024
Q2 | $301K | Buy |
3,513
+2
| +0.1% | +$172 | 0.02% | 366 |
|
|
2024
Q1 | $290K | Buy |
3,511
+11
| +0.3% | +$910 | 0.01% | 369 |
|
|
2023
Q4 | $234K | Hold |
3,500
| – | – | 0.01% | 381 |
|
|
2023
Q3 | $236K | Hold |
3,500
| – | – | 0.01% | 365 |
|
|
2023
Q2 | $238K | Hold |
3,500
| – | – | 0.01% | 373 |
|
|
2023
Q1 | $190K | Hold |
3,500
| – | – | 0.01% | 388 |
|
|
2022
Q4 | $210K | Hold |
3,500
| – | – | 0.01% | 358 |
|
|
2022
Q3 | $159K | Buy |
3,500
+986
| +39% | +$44.8K | 0.01% | 384 |
|
|
2022
Q2 | $112K | Hold |
2,514
| – | – | 0.01% | 423 |
|
|
2022
Q1 | $142K | Hold |
2,514
| – | – | 0.01% | 426 |
|
|
2021
Q4 | $131K | Hold |
2,514
| – | – | 0.01% | 437 |
|
|
2021
Q3 | $150K | Hold |
2,514
| – | – | 0.01% | 422 |
|
|
2021
Q2 | $156K | Hold |
2,514
| – | – | 0.01% | 416 |
|
|
2021
Q1 | $164K | Hold |
2,514
| – | – | 0.01% | 413 |
|
|
2020
Q4 | $165K | Buy |
+2,514
| New | +$165K | 0.01% | 385 |
|