Capital Advisors Wealth Management’s Ecolab ECL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Buy |
1,008
+2
| +0.2% | +$539 | 0.04% | 162 |
|
|
2025
Q1 | $255K | Hold |
1,006
| – | – | 0.05% | 153 |
|
|
2024
Q4 | $236K | Buy |
1,006
+20
| +2% | +$4.69K | 0.04% | 160 |
|
|
2024
Q3 | $252K | Sell |
986
-25
| -2% | -$6.38K | 0.05% | 146 |
|
|
2024
Q2 | $241K | Buy |
1,011
+32
| +3% | +$7.62K | 0.05% | 136 |
|
|
2024
Q1 | $226K | Buy |
+979
| New | +$226K | 0.05% | 140 |
|
|
2022
Q1 | – | Sell |
-908
| Closed | -$213K | – | 127 |
|
|
2021
Q4 | $213K | Buy |
+908
| New | +$213K | 0.06% | 117 |
|