Shelton Capital Management’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 | $443K | Sell |
3,609
-88
| -2% | -$10.8K | 0.01% | 367 |
|
2025
Q1 | $374K | Sell |
3,697
-100
| -3% | -$10.1K | 0.01% | 398 |
|
2024
Q4 | $351K | Sell |
3,797
-229
| -6% | -$21.1K | 0.01% | 443 |
|
2024
Q3 | $389K | Hold |
4,026
| – | – | 0.01% | 409 |
|
2024
Q2 | $345K | Sell |
4,026
-355
| -8% | -$30.5K | 0.01% | 422 |
|
2024
Q1 | $362K | Hold |
4,381
| – | – | 0.01% | 444 |
|
2023
Q4 | $292K | Sell |
4,381
-265
| -6% | -$17.7K | 0.01% | 509 |
|
2023
Q3 | $312K | Sell |
4,646
-273
| -6% | -$18.3K | 0.01% | 449 |
|
2023
Q2 | $333K | Sell |
4,919
-145
| -3% | -$9.82K | 0.01% | 437 |
|
2023
Q1 | $274K | Hold |
5,064
| – | – | 0.01% | 515 |
|
2022
Q4 | $303K | Sell |
5,064
-209
| -4% | -$12.5K | 0.03% | 419 |
|
2022
Q3 | $238K | Sell |
5,273
-1,355
| -20% | -$61.2K | 0.01% | 547 |
|
2022
Q2 | $296K | Hold |
6,628
| – | – | 0.01% | 476 |
|
2022
Q1 | $375K | Hold |
6,628
| – | – | 0.01% | 447 |
|
2021
Q4 | $344K | Sell |
6,628
-298
| -4% | -$15.5K | 0.01% | 496 |
|
2021
Q3 | $413K | Hold |
6,926
| – | – | 0.02% | 415 |
|
2021
Q2 | $430K | Hold |
6,926
| – | – | 0.02% | 415 |
|
2021
Q1 | $451K | Sell |
6,926
-295
| -4% | -$19.2K | 0.02% | 408 |
|
2020
Q4 | $475K | Hold |
7,221
| – | – | 0.02% | 351 |
|
2020
Q3 | $373K | Hold |
7,221
| – | – | 0.02% | 479 |
|
2020
Q2 | $356K | Buy |
+7,221
| New | +$356K | 0.02% | 387 |
|
2020
Q1 | – | Sell |
-7,933
| Closed | -$437K | – | 696 |
|
2019
Q4 | $437K | Sell |
7,933
-346
| -4% | -$19.1K | 0.02% | 392 |
|
2019
Q3 | $417K | Sell |
8,279
-303
| -4% | -$15.3K | 0.02% | 396 |
|
2019
Q2 | $433K | Buy |
8,582
+8,080
| +1,610% | +$408K | 0.02% | 386 |
|
2019
Q1 | $6.83K | Sell |
502
-8,080
| -94% | -$110K | 0.03% | 503 |
|
2018
Q4 | $421K | Hold |
8,582
| – | – | 0.03% | 351 |
|
2018
Q3 | $532K | Hold |
8,582
| – | – | 0.03% | 344 |
|
2018
Q2 | $462K | Hold |
8,582
| – | – | 0.03% | 372 |
|
2018
Q1 | $390K | Hold |
8,582
| – | – | 0.03% | 436 |
|
2017
Q4 | $337K | Hold |
8,582
| – | – | 0.02% | 519 |
|
2017
Q3 | $316K | Hold |
8,582
| – | – | 0.02% | 535 |
|
2017
Q2 | $330K | Hold |
8,582
| – | – | 0.02% | 522 |
|
2017
Q1 | $292K | Buy |
+8,582
| New | +$292K | 0.02% | 578 |
|
2014
Q2 | – | Sell |
-93,018
| Closed | -$2.66M | – | 800 |
|
2014
Q1 | $2.66M | Hold |
93,018
| – | – | 0.39% | 57 |
|
2013
Q4 | $2.47M | Hold |
93,018
| – | – | 0.37% | 56 |
|
2013
Q3 | $2.55M | Hold |
93,018
| – | – | 0.43% | 50 |
|
2013
Q2 | $2.13M | Buy |
+93,018
| New | +$2.13M | 0.39% | 60 |
|