MWM
MBE Wealth Management’s Ecolab ECL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $853K | Hold |
3,167
| – | – | 0.37% | 38 |
|
|
2025
Q1 | $803K | Sell |
3,167
-240
| -7% | -$60.8K | 0.38% | 37 |
|
|
2024
Q4 | $798K | Hold |
3,407
| – | – | 0.45% | 31 |
|
|
2024
Q3 | $870K | Hold |
3,407
| – | – | 0.48% | 32 |
|
|
2024
Q2 | $811K | Sell |
3,407
-100
| -3% | -$23.8K | 0.49% | 30 |
|
|
2024
Q1 | $810K | Sell |
3,507
-350
| -9% | -$80.8K | 0.5% | 32 |
|
|
2023
Q4 | $765K | Hold |
3,857
| – | – | 0.39% | 33 |
|
|
2023
Q3 | $653K | Sell |
3,857
-25
| -0.6% | -$4.24K | 0.38% | 31 |
|
|
2023
Q2 | $725K | Sell |
3,882
-525
| -12% | -$98K | 0.39% | 31 |
|
|
2023
Q1 | $729K | Sell |
4,407
-115
| -3% | -$19K | 0.43% | 29 |
|
|
2022
Q4 | $658K | Sell |
4,522
-100
| -2% | -$14.6K | 0.42% | 27 |
|
|
2022
Q3 | $668K | Sell |
4,622
-372
| -7% | -$53.8K | 0.49% | 21 |
|
|
2022
Q2 | $768K | Sell |
4,994
-25
| -0.5% | -$3.85K | 0.54% | 21 |
|
|
2022
Q1 | $886K | Sell |
5,019
-150
| -3% | -$26.5K | 0.53% | 18 |
|
|
2021
Q4 | $1.21M | Sell |
5,169
-60
| -1% | -$14.1K | 0.62% | 13 |
|
|
2021
Q3 | $1.09M | Sell |
5,229
-145
| -3% | -$30.3K | 0.56% | 15 |
|
|
2021
Q2 | $1.11M | Sell |
5,374
-150
| -3% | -$30.9K | 0.57% | 16 |
|
|
2021
Q1 | $1.18M | Hold |
5,524
| – | – | 0.64% | 20 |
|
|
2020
Q4 | $1.2M | Buy |
5,524
+22
| +0.4% | +$4.76K | 0.81% | 19 |
|
|
2020
Q3 | $1.09M | Hold |
5,502
| – | – | 0.92% | 18 |
|
|
2020
Q2 | $1.09M | Sell |
5,502
-475
| -8% | -$94.4K | 0.92% | 18 |
|
|
2020
Q1 | $931K | Sell |
5,977
-260
| -4% | -$40.5K | 0.89% | 15 |
|
|
2019
Q4 | $1.2M | Buy |
+6,237
| New | +$1.2M | 1.2% | 15 |
|