JFS Wealth Advisors’s Ecolab ECL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$105K Buy
390
+11
+3% +$2.96K 0.01% 365
2025
Q1
$96.1K Buy
379
+2
+0.5% +$507 0.01% 374
2024
Q4
$88.3K Hold
377
0.01% 376
2024
Q3
$96.3K Buy
377
+2
+0.5% +$511 0.01% 369
2024
Q2
$89.3K Sell
375
-2
-0.5% -$476 0.01% 325
2024
Q1
$87.1K Sell
377
-8
-2% -$1.85K 0.01% 340
2023
Q4
$76.4K Buy
385
+10
+3% +$1.98K 0.01% 351
2023
Q3
$63.5K Buy
375
+319
+570% +$54K 0.01% 342
2023
Q2
$10.5K Sell
56
-16
-22% -$2.99K ﹤0.01% 719
2023
Q1
$11.9K Buy
72
+16
+29% +$2.65K ﹤0.01% 657
2022
Q4
$8.15K Sell
56
-7
-11% -$1.02K ﹤0.01% 784
2022
Q3
$9K Sell
63
-3
-5% -$429 ﹤0.01% 760
2022
Q2
$10K Buy
66
+26
+65% +$3.94K ﹤0.01% 757
2022
Q1
$7K Buy
40
+5
+14% +$875 ﹤0.01% 911
2021
Q4
$8K Buy
35
+17
+94% +$3.89K ﹤0.01% 718
2021
Q3
$4K Hold
18
﹤0.01% 731
2021
Q2
$4K Hold
18
﹤0.01% 512
2021
Q1
$4K Buy
+18
New +$4K ﹤0.01% 482
2016
Q4
Sell
-140
Closed -$17K 456
2016
Q3
$17K Hold
140
﹤0.01% 341
2016
Q2
$17K Sell
140
-24
-15% -$2.91K ﹤0.01% 342
2016
Q1
$18K Buy
164
+24
+17% +$2.63K 0.01% 329
2015
Q4
$16K Hold
140
﹤0.01% 342
2015
Q3
$15K Hold
140
0.01% 298
2015
Q2
$16K Hold
140
0.01% 310
2015
Q1
$16K Hold
140
0.01% 305
2014
Q4
$15K Hold
140
﹤0.01% 319
2014
Q3
$16K Hold
140
﹤0.01% 286
2014
Q2
$16K Buy
+140
New +$16K ﹤0.01% 279