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 |
|