EP Wealth Advisors’s Ecolab ECL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4M | Buy |
46,174
+32,330
| +234% | +$8.71M | 0.08% | 163 |
|
|
2025
Q1 | $3.51M | Sell |
13,844
-76
| -0.5% | -$19.3K | 0.03% | 270 |
|
|
2024
Q4 | $3.26M | Buy |
13,920
+812
| +6% | +$190K | 0.03% | 272 |
|
|
2024
Q3 | $3.35M | Buy |
13,108
+830
| +7% | +$212K | 0.03% | 270 |
|
|
2024
Q2 | $2.92M | Buy |
12,278
+9,556
| +351% | +$2.27M | 0.03% | 237 |
|
|
2024
Q1 | $629K | Sell |
2,722
-465
| -15% | -$107K | 0.01% | 468 |
|
|
2023
Q4 | $632K | Sell |
3,187
-213
| -6% | -$42.2K | 0.01% | 450 |
|
|
2023
Q3 | $576K | Sell |
3,400
-6,290
| -65% | -$1.07M | 0.01% | 432 |
|
|
2023
Q2 | $552K | Sell |
9,690
-7,355
| -43% | -$419K | 0.01% | 447 |
|
|
2023
Q1 | $362K | Buy |
17,045
+14,512
| +573% | +$308K | 0.01% | 457 |
|
|
2022
Q4 | $369K | Buy |
+2,533
| New | +$369K | 0.01% | 429 |
|
|
2022
Q3 | – | Sell |
-5,652
| Closed | -$869K | – | 414 |
|
|
2022
Q2 | $869K | Buy |
5,652
+2,591
| +85% | +$398K | 0.02% | 276 |
|
|
2022
Q1 | $540K | Buy |
3,061
+537
| +21% | +$94.7K | 0.01% | 370 |
|
|
2021
Q4 | $592K | Buy |
2,524
+86
| +4% | +$20.2K | 0.01% | 327 |
|
|
2021
Q3 | $509K | Buy |
2,438
+39
| +2% | +$8.14K | 0.01% | 329 |
|
|
2021
Q2 | $494K | Buy |
2,399
+100
| +4% | +$20.6K | 0.01% | 341 |
|
|
2021
Q1 | $492K | Buy |
2,299
+106
| +5% | +$22.7K | 0.02% | 319 |
|
|
2020
Q4 | $475K | Buy |
2,193
+102
| +5% | +$22.1K | 0.02% | 273 |
|
|
2020
Q3 | $418K | Hold |
2,091
| – | – | 0.02% | 251 |
|
|
2020
Q2 | $416K | Sell |
2,091
-39
| -2% | -$7.76K | 0.02% | 266 |
|
|
2020
Q1 | $332K | Buy |
+2,130
| New | +$332K | 0.02% | 303 |
|
|
2019
Q4 | – | Sell |
-2,016
| Closed | -$399K | – | 418 |
|
|
2019
Q3 | $399K | Buy |
+2,016
| New | +$399K | 0.02% | 242 |
|