EWM
Evermay Wealth Management’s Ecolab ECL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $344K | Hold |
1,275
| – | – | 0.04% | 153 |
|
|
2025
Q1 | $324K | Hold |
1,275
| – | – | 0.04% | 153 |
|
|
2024
Q4 | $300K | Hold |
1,275
| – | – | 0.05% | 161 |
|
|
2024
Q3 | $326K | Hold |
1,275
| – | – | 0.05% | 151 |
|
|
2024
Q2 | $304K | Buy |
1,275
+4
| +0.3% | +$954 | 0.05% | 162 |
|
|
2024
Q1 | $294K | Sell |
1,271
-2
| -0.2% | -$463 | 0.04% | 169 |
|
|
2023
Q4 | $253K | Buy |
1,273
+2
| +0.2% | +$398 | 0.05% | 160 |
|
|
2023
Q3 | $216K | Buy |
1,271
+40
| +3% | +$6.8K | 0.04% | 161 |
|
|
2023
Q2 | $230K | Hold |
1,231
| – | – | 0.04% | 163 |
|
|
2023
Q1 | $204K | Sell |
1,231
-2
| -0.2% | -$332 | 0.04% | 171 |
|
|
2022
Q4 | $180K | Hold |
1,233
| – | – | 0.04% | 177 |
|
|
2022
Q3 | $179K | Hold |
1,233
| – | – | 0.04% | 171 |
|
|
2022
Q2 | $190K | Sell |
1,233
-70
| -5% | -$10.8K | 0.04% | 162 |
|
|
2022
Q1 | $230K | Sell |
1,303
-25
| -2% | -$4.41K | 0.04% | 173 |
|
|
2021
Q4 | $312K | Sell |
1,328
-25
| -2% | -$5.87K | 0.06% | 135 |
|
|
2021
Q3 | $282K | Sell |
1,353
-67
| -5% | -$14K | 0.05% | 136 |
|
|
2021
Q2 | $292K | Buy |
1,420
+70
| +5% | +$14.4K | 0.05% | 148 |
|
|
2021
Q1 | $289K | Sell |
1,350
-50
| -4% | -$10.7K | 0.06% | 145 |
|
|
2020
Q4 | $303K | Hold |
1,400
| – | – | 0.07% | 134 |
|
|
2020
Q3 | $280K | Hold |
1,400
| – | – | 0.07% | 126 |
|
|
2020
Q2 | $279K | Hold |
1,400
| – | – | 0.07% | 119 |
|
|
2020
Q1 | $218K | Hold |
1,400
| – | – | 0.07% | 129 |
|
|
2019
Q4 | $270K | Sell |
1,400
-218
| -13% | -$42K | 0.07% | 133 |
|
|
2019
Q3 | $320K | Hold |
1,618
| – | – | 0.09% | 108 |
|
|
2019
Q2 | $319K | Sell |
1,618
-46
| -3% | -$9.07K | 0.09% | 107 |
|
|
2019
Q1 | $294K | Hold |
1,664
| – | – | 0.08% | 111 |
|
|
2018
Q4 | $245K | Buy |
+1,664
| New | +$245K | 0.08% | 116 |
|