Concurrent Investment Advisors’s Ecolab ECL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.34M Buy
4,960
+447
+10% +$120K 0.03% 522
2025
Q1
$1.14M Buy
4,513
+700
+18% +$177K 0.03% 502
2024
Q4
$893K Sell
3,813
-214
-5% -$50.1K 0.02% 517
2024
Q3
$1.03M Buy
4,027
+3,064
+318% +$782K 0.03% 449
2024
Q2
$229K Buy
+963
New +$229K 0.01% 818
2024
Q1
Sell
-1,640
Closed -$325K 890
2023
Q4
$325K Buy
+1,640
New +$325K 0.02% 622