Perfromance Wealth Partners’s Ecolab ECL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $818K | Sell |
3,035
-65
| -2% | -$17.5K | 0.03% | 79 |
|
|
2025
Q1 | $786K | Buy |
3,100
+3
| +0.1% | +$761 | 0.03% | 69 |
|
|
2024
Q4 | $726K | Buy |
3,097
+43
| +1% | +$10.1K | 0.02% | 78 |
|
|
2024
Q3 | $780K | Buy |
3,054
+1,744
| +133% | +$445K | 0.03% | 71 |
|
|
2024
Q2 | $312K | Hold |
1,310
| – | – | 0.01% | 119 |
|
|
2024
Q1 | $302K | Hold |
1,310
| – | – | 0.01% | 127 |
|
|
2023
Q4 | $260K | Hold |
1,310
| – | – | 0.01% | 142 |
|
|
2023
Q3 | $222K | Hold |
1,310
| – | – | 0.01% | 152 |
|
|
2023
Q2 | $241K | Sell |
1,310
-273
| -17% | -$50.2K | 0.01% | 160 |
|
|
2023
Q1 | $262K | Buy |
+1,583
| New | +$262K | 0.01% | 156 |
|
|
2022
Q4 | – | Sell |
-4,903
| Closed | -$708K | – | 168 |
|
|
2022
Q3 | $708K | Sell |
4,903
-345
| -7% | -$49.8K | 0.04% | 81 |
|
|
2022
Q2 | $807K | Sell |
5,248
-693
| -12% | -$107K | 0.05% | 78 |
|
|
2022
Q1 | $1.05M | Sell |
5,941
-1,191
| -17% | -$210K | 0.05% | 74 |
|
|
2021
Q4 | $1.67M | Buy |
+7,132
| New | +$1.67M | 0.07% | 61 |
|