Beaumont Financial Advisors’s Ecolab ECL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$349K Sell
1,297
-508
-28% -$137K 0.03% 273
2025
Q1
$458K Sell
1,805
-315
-15% -$79.9K 0.04% 234
2024
Q4
$497K Buy
2,120
+4
+0.2% +$937 0.04% 219
2024
Q3
$540K Buy
2,116
+6
+0.3% +$1.53K 0.04% 202
2024
Q2
$502K Sell
2,110
-18
-0.8% -$4.28K 0.04% 208
2024
Q1
$491K Buy
2,128
+331
+18% +$76.4K 0.04% 204
2023
Q4
$356K Buy
1,797
+25
+1% +$4.96K 0.03% 240
2023
Q3
$300K Buy
1,772
+330
+23% +$55.9K 0.03% 245
2023
Q2
$269K Sell
1,442
-466
-24% -$87K 0.02% 281
2023
Q1
$316K Buy
1,908
+12
+0.6% +$1.99K 0.03% 238
2022
Q4
$276K Sell
1,896
-10
-0.5% -$1.46K 0.03% 266
2022
Q3
$275K Hold
1,906
0.03% 255
2022
Q2
$293K Sell
1,906
-25
-1% -$3.84K 0.03% 247
2022
Q1
$343K Buy
1,931
+335
+21% +$59.5K 0.03% 260
2021
Q4
$374K Hold
1,596
0.03% 252
2021
Q3
$335K Buy
1,596
+221
+16% +$46.4K 0.03% 258
2021
Q2
$284K Sell
1,375
-55
-4% -$11.4K 0.02% 297
2021
Q1
$306K Sell
1,430
-400
-22% -$85.6K 0.03% 267
2020
Q4
$396K Buy
1,830
+433
+31% +$93.7K 0.04% 228
2020
Q3
$279K Buy
1,397
+34
+2% +$6.79K 0.03% 267
2020
Q2
$271K Hold
1,363
0.03% 236
2020
Q1
$212K Sell
1,363
-11
-0.8% -$1.71K 0.03% 218
2019
Q4
$265K Sell
1,374
-161
-10% -$31.1K 0.03% 240
2019
Q3
$304K Hold
1,535
0.03% 218
2019
Q2
$303K Buy
1,535
+177
+13% +$34.9K 0.03% 195
2019
Q1
$240K Hold
1,358
0.03% 208
2018
Q4
$200K Hold
1,358
0.03% 186
2018
Q3
$213K Buy
+1,358
New +$213K 0.02% 213