Walled Lake Planning & Wealth 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 | $514K | Hold |
4,193
| – | – | 0.17% | 66 |
|
|
2025
Q1 | $425K | Buy |
4,193
+1
| +0% | +$101 | 0.15% | 80 |
|
|
2024
Q4 | $387K | Hold |
4,192
| – | – | 0.14% | 87 |
|
|
2024
Q3 | $405K | Hold |
4,192
| – | – | 0.15% | 81 |
|
|
2024
Q2 | $360K | Buy |
4,192
+1
| +0% | +$86 | 0.15% | 83 |
|
|
2024
Q1 | $346K | Hold |
4,191
| – | – | 0.14% | 76 |
|
|
2023
Q4 | $280K | Buy |
4,191
+1
| +0% | +$67 | 0.13% | 81 |
|
|
2023
Q3 | $281K | Hold |
4,190
| – | – | 0.14% | 71 |
|
|
2023
Q2 | $284K | Buy |
4,190
+1
| +0% | +$68 | 0.14% | 69 |
|
|
2023
Q1 | $227K | Buy |
+4,189
| New | +$227K | 0.12% | 78 |
|
|
2022
Q4 | – | Sell |
-6,688
| Closed | -$303K | – | 62 |
|
|
2022
Q3 | $303K | Sell |
6,688
-1,718
| -20% | -$77.8K | 0.21% | 53 |
|
|
2022
Q2 | $375K | Buy |
8,406
+2
| +0% | +$89 | 0.26% | 46 |
|
|
2022
Q1 | $475K | Buy |
8,404
+1
| +0% | +$57 | 0.28% | 45 |
|
|
2021
Q4 | $436K | Buy |
8,403
+1
| +0% | +$52 | 0.25% | 51 |
|
|
2021
Q3 | $502K | Buy |
8,402
+1
| +0% | +$60 | 0.31% | 43 |
|
|
2021
Q2 | $522K | Hold |
8,401
| – | – | 0.34% | 42 |
|
|
2021
Q1 | $547K | Buy |
8,401
+2
| +0% | +$130 | 0.38% | 38 |
|
|
2020
Q4 | $553K | Buy |
8,399
+1
| +0% | +$66 | 0.42% | 37 |
|
|
2020
Q3 | $434K | Buy |
8,398
+1
| +0% | +$52 | 0.35% | 40 |
|
|
2020
Q2 | $414K | Buy |
8,397
+1
| +0% | +$49 | 0.35% | 36 |
|
|
2020
Q1 | $428K | Hold |
8,396
| – | – | 0.39% | 34 |
|
|
2019
Q4 | $463K | Buy |
+8,396
| New | +$463K | 0.33% | 37 |
|