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