Patriot Financial Group Insurance Agency’s Ecolab ECL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $480K | Buy |
1,781
+138
| +8% | +$37.2K | 0.06% | 317 |
|
|
2025
Q1 | $417K | Buy |
1,643
+272
| +20% | +$69K | 0.06% | 328 |
|
|
2024
Q4 | $321K | Buy |
1,371
+40
| +3% | +$9.38K | 0.04% | 360 |
|
|
2024
Q3 | $340K | Sell |
1,331
-182
| -12% | -$46.5K | 0.05% | 362 |
|
|
2024
Q2 | $360K | Buy |
1,513
+255
| +20% | +$60.7K | 0.05% | 322 |
|
|
2024
Q1 | $291K | Buy |
1,258
+86
| +7% | +$19.9K | 0.05% | 373 |
|
|
2023
Q4 | $232K | Buy |
+1,172
| New | +$232K | 0.04% | 388 |
|
|
2022
Q2 | – | Sell |
-34
| Closed | -$6K | – | 2050 |
|
|
2022
Q1 | $6K | Sell |
34
-122
| -78% | -$21.5K | ﹤0.01% | 1541 |
|
|
2021
Q4 | $37K | Hold |
156
| – | – | 0.01% | 981 |
|
|
2021
Q3 | $33K | Sell |
156
-6
| -4% | -$1.27K | 0.01% | 1014 |
|
|
2021
Q2 | $33K | Buy |
162
+9
| +6% | +$1.83K | 0.01% | 982 |
|
|
2021
Q1 | $33K | Sell |
153
-29
| -16% | -$6.26K | 0.01% | 906 |
|
|
2020
Q4 | $39K | Hold |
182
| – | – | 0.01% | 761 |
|
|
2020
Q3 | $36K | Sell |
182
-99
| -35% | -$19.6K | 0.01% | 611 |
|
|
2020
Q2 | $56K | Buy |
281
+74
| +36% | +$14.7K | 0.02% | 484 |
|
|
2020
Q1 | $32K | Buy |
207
+164
| +381% | +$25.4K | 0.01% | 544 |
|
|
2019
Q4 | $8K | Buy |
43
+34
| +378% | +$6.33K | ﹤0.01% | 878 |
|
|
2019
Q3 | $2K | Sell |
9
-4
| -31% | -$889 | ﹤0.01% | 1075 |
|
|
2019
Q2 | $3K | Sell |
13
-2
| -13% | -$462 | ﹤0.01% | 1032 |
|
|
2019
Q1 | $3K | Buy |
15
+9
| +150% | +$1.8K | ﹤0.01% | 935 |
|
|
2018
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 889 |
|
|
2018
Q2 | – | Sell |
-30
| Closed | -$4K | – | 671 |
|
|
2018
Q1 | $4K | Hold |
30
| – | – | ﹤0.01% | 766 |
|
|
2017
Q4 | $4K | Hold |
30
| – | – | ﹤0.01% | 764 |
|
|
2017
Q3 | $4K | Hold |
30
| – | – | ﹤0.01% | 728 |
|
|
2017
Q2 | $4K | Hold |
30
| – | – | ﹤0.01% | 711 |
|
|
2017
Q1 | $4K | Hold |
30
| – | – | ﹤0.01% | 658 |
|
|
2016
Q4 | $4K | Buy |
+30
| New | +$4K | 0.01% | 592 |
|