Geneos 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 | $857K | Sell |
3,179
-2,667
| -46% | -$719K | 0.02% | 571 |
|
|
2025
Q1 | $1.48M | Buy |
5,846
+3,150
| +117% | +$798K | 0.02% | 560 |
|
|
2024
Q4 | $632K | Buy |
2,696
+431
| +19% | +$101K | 0.02% | 527 |
|
|
2024
Q3 | $578K | Sell |
2,265
-935
| -29% | -$239K | 0.02% | 525 |
|
|
2024
Q2 | $762K | Buy |
3,200
+97
| +3% | +$23.1K | 0.03% | 406 |
|
|
2024
Q1 | $717K | Buy |
3,103
+142
| +5% | +$32.8K | 0.03% | 415 |
|
|
2023
Q4 | $587K | Sell |
2,961
-175
| -6% | -$34.7K | 0.03% | 436 |
|
|
2023
Q3 | $531K | Buy |
3,136
+410
| +15% | +$69.4K | 0.03% | 453 |
|
|
2023
Q2 | $509K | Buy |
2,726
+1,041
| +62% | +$194K | 0.03% | 458 |
|
|
2023
Q1 | $279K | Sell |
1,685
-248
| -13% | -$41K | 0.02% | 572 |
|
|
2022
Q4 | $281K | Sell |
1,933
-324
| -14% | -$47.2K | 0.02% | 546 |
|
|
2022
Q3 | $325K | Buy |
2,257
+1,837
| +437% | +$265K | 0.02% | 482 |
|
|
2022
Q2 | $66K | Hold |
420
| – | – | ﹤0.01% | 1167 |
|
|
2022
Q1 | $74K | Sell |
420
-1,299
| -76% | -$229K | ﹤0.01% | 1204 |
|
|
2021
Q4 | $403K | Buy |
1,719
+299
| +21% | +$70.1K | 0.02% | 647 |
|
|
2021
Q3 | $303K | Buy |
1,420
+166
| +13% | +$35.4K | 0.01% | 709 |
|
|
2021
Q2 | $264K | Sell |
1,254
-861
| -41% | -$181K | 0.01% | 734 |
|
|
2021
Q1 | $474K | Sell |
2,115
-63
| -3% | -$14.1K | 0.01% | 650 |
|
|
2020
Q4 | $288K | Buy |
2,178
+929
| +74% | +$123K | 0.01% | 704 |
|
|
2020
Q3 | $244K | Hold |
1,249
| – | – | 0.01% | 618 |
|
|
2020
Q2 | $239K | Sell |
1,249
-49
| -4% | -$9.38K | 0.01% | 612 |
|
|
2020
Q1 | $204K | Sell |
1,298
-7
| -0.5% | -$1.1K | 0.01% | 603 |
|
|
2019
Q4 | $250K | Buy |
1,305
+8
| +0.6% | +$1.53K | 0.01% | 609 |
|
|
2019
Q3 | $256K | Sell |
1,297
-94
| -7% | -$18.6K | 0.02% | 574 |
|
|
2019
Q2 | $274K | Buy |
1,391
+6
| +0.4% | +$1.18K | 0.02% | 573 |
|
|
2019
Q1 | $244K | Hold |
1,385
| – | – | 0.02% | 580 |
|
|
2018
Q4 | $199K | Buy |
1,385
+32
| +2% | +$4.6K | 0.01% | 604 |
|
|
2018
Q3 | $212K | Hold |
1,353
| – | – | 0.01% | 620 |
|
|
2018
Q2 | $189K | Sell |
1,353
-17
| -1% | -$2.38K | 0.01% | 580 |
|
|
2018
Q1 | $187K | Hold |
1,370
| – | – | 0.02% | 558 |
|
|
2017
Q4 | $183K | Sell |
1,370
-71
| -5% | -$9.48K | 0.02% | 565 |
|
|
2017
Q3 | $185K | Buy |
1,441
+71
| +5% | +$9.12K | 0.02% | 526 |
|
|
2017
Q2 | $181K | Sell |
1,370
-17
| -1% | -$2.25K | 0.02% | 519 |
|
|
2017
Q1 | $173K | Sell |
1,387
-43
| -3% | -$5.36K | 0.02% | 519 |
|
|
2016
Q4 | $167K | Buy |
1,430
+17
| +1% | +$1.99K | 0.02% | 494 |
|
|
2016
Q3 | $171K | Buy |
1,413
+43
| +3% | +$5.2K | 0.02% | 478 |
|
|
2016
Q2 | $162K | Hold |
1,370
| – | – | 0.02% | 485 |
|
|
2016
Q1 | $154K | Buy |
+1,370
| New | +$154K | 0.02% | 484 |
|