Pinnacle Wealth Planning Services’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 | $289K | Sell |
2,354
-243
| -9% | -$29.8K | 0.04% | 308 |
|
2025
Q1 | $263K | Buy |
2,597
+99
| +4% | +$10K | 0.04% | 291 |
|
2024
Q4 | $231K | Buy |
2,498
+23
| +0.9% | +$2.12K | 0.03% | 325 |
|
2024
Q3 | $239K | Buy |
2,475
+54
| +2% | +$5.22K | 0.03% | 383 |
|
2024
Q2 | $208K | Buy |
+2,421
| New | +$208K | 0.03% | 417 |
|
2021
Q1 | – | Sell |
-176
| Closed | -$12K | – | 814 |
|
2020
Q4 | $12K | Buy |
+176
| New | +$12K | ﹤0.01% | 1325 |
|