Waverly Advisors’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 | $308K | Buy |
2,514
+51
| +2% | +$6.25K | ﹤0.01% | 956 |
|
|
2025
Q1 | $249K | Buy |
2,463
+92
| +4% | +$9.32K | ﹤0.01% | 990 |
|
|
2024
Q4 | $219K | Buy |
2,371
+25
| +1% | +$2.31K | ﹤0.01% | 899 |
|
|
2024
Q3 | $227K | Sell |
2,346
-123
| -5% | -$11.9K | ﹤0.01% | 750 |
|
|
2024
Q2 | $212K | Sell |
2,469
-54
| -2% | -$4.63K | ﹤0.01% | 755 |
|
|
2024
Q1 | $208K | Sell |
2,523
-2,304
| -48% | -$190K | ﹤0.01% | 649 |
|
|
2023
Q4 | $322K | Hold |
4,827
| – | – | 0.01% | 349 |
|
|
2023
Q3 | $324K | Hold |
4,827
| – | – | 0.01% | 314 |
|
|
2023
Q2 | $327K | Hold |
4,827
| – | – | 0.01% | 289 |
|
|
2023
Q1 | $261K | Hold |
4,827
| – | – | 0.01% | 253 |
|
|
2022
Q4 | $289K | Buy |
4,827
+118
| +3% | +$7.06K | 0.02% | 225 |
|
|
2022
Q3 | $213K | Sell |
4,709
-1,254
| -21% | -$56.7K | 0.02% | 227 |
|
|
2022
Q2 | $266K | Buy |
5,963
+236
| +4% | +$10.5K | 0.02% | 176 |
|
|
2022
Q1 | $324K | Hold |
5,727
| – | – | 0.03% | 152 |
|
|
2021
Q4 | $290K | Buy |
5,727
+76
| +1% | +$3.85K | 0.03% | 160 |
|
|
2021
Q3 | $288K | Sell |
5,651
-47
| -0.8% | -$2.4K | 0.02% | 174 |
|
|
2021
Q2 | $357K | Sell |
5,698
-19
| -0.3% | -$1.19K | 0.03% | 141 |
|
|
2021
Q1 | $391K | Buy |
+5,717
| New | +$391K | 0.04% | 118 |
|
|
2015
Q4 | – | Sell |
-1,125
| Closed | -$34K | – | 202 |
|
|
2015
Q3 | $34K | Hold |
1,125
| – | – | 0.02% | 183 |
|
|
2015
Q2 | $41K | Hold |
1,125
| – | – | 0.03% | 160 |
|
|
2015
Q1 | $40K | Hold |
1,125
| – | – | 0.02% | 142 |
|
|
2014
Q4 | $34K | Hold |
1,125
| – | – | 0.02% | 164 |
|
|
2014
Q3 | $33K | Hold |
1,125
| – | – | 0.02% | 274 |
|
|
2014
Q2 | $32K | Hold |
1,125
| – | – | 0.01% | 277 |
|
|
2014
Q1 | $32K | Sell |
1,125
-59,862
| -98% | -$1.7M | 0.01% | 259 |
|
|
2013
Q4 | $1.62M | Hold |
60,987
| – | – | 0.57% | 18 |
|
|
2013
Q3 | $1.67M | Hold |
60,987
| – | – | 0.86% | 10 |
|
|
2013
Q2 | $1.4M | Buy |
+60,987
| New | +$1.4M | 0.81% | 11 |
|