Capital Planning 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
$443K Buy
1,643
+4
+0.2% +$1.08K 0.06% 103
2025
Q1
$416K Sell
1,639
-3
-0.2% -$761 0.06% 105
2024
Q4
$385K Buy
1,642
+3
+0.2% +$703 0.06% 109
2024
Q3
$418K Buy
1,639
+4
+0.2% +$1.02K 0.06% 106
2024
Q2
$389K Sell
1,635
-31
-2% -$7.38K 0.07% 107
2024
Q1
$385K Sell
1,666
-49
-3% -$11.3K 0.07% 110
2023
Q4
$340K Buy
1,715
+80
+5% +$15.9K 0.06% 109
2023
Q3
$277K Sell
1,635
-175
-10% -$29.6K 0.06% 106
2023
Q2
$338K Buy
+1,810
New +$338K 0.07% 107