Perigon 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 | $1.48M | Buy |
5,477
+164
| +3% | +$44.2K | 0.03% | 395 |
|
2025
Q1 | $1.35M | Sell |
5,313
-357
| -6% | -$90.5K | 0.03% | 384 |
|
2024
Q4 | $1.36M | Buy |
5,670
+416
| +8% | +$99.5K | 0.03% | 371 |
|
2024
Q3 | $1.34M | Buy |
5,254
+853
| +19% | +$218K | 0.04% | 365 |
|
2024
Q2 | $1.05M | Buy |
4,401
+107
| +2% | +$25.5K | 0.03% | 367 |
|
2024
Q1 | $992K | Buy |
4,294
+110
| +3% | +$25.4K | 0.03% | 372 |
|
2023
Q4 | $830K | Sell |
4,184
-46
| -1% | -$9.12K | 0.03% | 383 |
|
2023
Q3 | $717K | Buy |
4,230
+122
| +3% | +$20.7K | 0.03% | 371 |
|
2023
Q2 | $767K | Buy |
4,108
+479
| +13% | +$89.4K | 0.03% | 364 |
|
2023
Q1 | $601K | Buy |
3,629
+3
| +0.1% | +$497 | 0.03% | 362 |
|
2022
Q4 | $528K | Buy |
3,626
+18
| +0.5% | +$2.62K | 0.03% | 379 |
|
2022
Q3 | $521K | Sell |
3,608
-119
| -3% | -$17.2K | 0.05% | 325 |
|
2022
Q2 | $573K | Sell |
3,727
-691
| -16% | -$106K | 0.05% | 305 |
|
2022
Q1 | $780K | Sell |
4,418
-5,108
| -54% | -$902K | 0.06% | 272 |
|
2021
Q4 | $2.24M | Buy |
9,526
+152
| +2% | +$35.7K | 0.16% | 121 |
|
2021
Q3 | $1.96M | Buy |
9,374
+375
| +4% | +$78.2K | 0.17% | 119 |
|
2021
Q2 | $1.85M | Buy |
8,999
+153
| +2% | +$31.5K | 0.16% | 120 |
|
2021
Q1 | $1.89M | Buy |
8,846
+266
| +3% | +$57K | 0.19% | 107 |
|
2020
Q4 | $1.86M | Sell |
8,580
-222
| -3% | -$48K | 0.22% | 85 |
|
2020
Q3 | $1.76M | Sell |
8,802
-84
| -0.9% | -$16.8K | 0.25% | 73 |
|
2020
Q2 | $1.77M | Buy |
8,886
+157
| +2% | +$31.2K | 0.28% | 69 |
|
2020
Q1 | $1.57M | Buy |
8,729
+7,237
| +485% | +$1.3M | 0.29% | 71 |
|
2019
Q4 | $280K | Buy |
1,492
+183
| +14% | +$34.3K | 0.06% | 208 |
|
2019
Q3 | $255K | Sell |
1,309
-89
| -6% | -$17.3K | 0.06% | 195 |
|
2019
Q2 | $276K | Hold |
1,398
| – | – | 0.06% | 183 |
|
2019
Q1 | $256K | Hold |
1,398
| – | – | 0.06% | 183 |
|
2018
Q4 | $215K | Buy |
+1,398
| New | +$215K | 0.05% | 207 |
|
2018
Q2 | – | Sell |
-1,000
| Closed | -$137K | – | 336 |
|
2018
Q1 | $137K | Hold |
1,000
| – | – | 0.05% | 201 |
|
2017
Q4 | $135K | Hold |
1,000
| – | – | 0.05% | 178 |
|
2017
Q3 | $129K | Sell |
1,000
-814
| -45% | -$105K | 0.04% | 233 |
|
2017
Q2 | $241K | Buy |
1,814
+552
| +44% | +$73.3K | 0.05% | 235 |
|
2017
Q1 | $158K | Hold |
1,262
| – | – | 0.03% | 269 |
|
2016
Q4 | $158K | Buy |
1,262
+262
| +26% | +$32.8K | 0.03% | 258 |
|
2016
Q3 | $122K | Hold |
1,000
| – | – | 0.03% | 229 |
|
2016
Q2 | $119K | Sell |
1,000
-2,110
| -68% | -$251K | 0.03% | 223 |
|
2016
Q1 | $113K | Hold |
3,110
| – | – | 0.04% | 163 |
|
2015
Q4 | $357K | Buy |
+3,110
| New | +$357K | 0.1% | 164 |
|
2015
Q1 | – | Sell |
-2,938
| Closed | -$307K | – | 216 |
|
2014
Q4 | $307K | Sell |
2,938
-9
| -0.3% | -$940 | 0.09% | 166 |
|
2014
Q3 | $338K | Sell |
2,947
-489
| -14% | -$56.1K | 0.1% | 149 |
|
2014
Q2 | $383K | Sell |
3,436
-40
| -1% | -$4.46K | 0.11% | 142 |
|
2014
Q1 | $375K | Hold |
3,476
| – | – | 0.21% | 90 |
|
2013
Q4 | $362K | Buy |
+3,476
| New | +$362K | 0.2% | 88 |
|