Sheets Smith Wealth Management’s Ecolab ECL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$10M Sell
35,882
-329
-0.9% -$86.7K 1% 16
2026
Q1
$9.63M Sell
36,211
-6,570
-15% -$1.85M 1.08% 17
2025
Q4
$11.2M Sell
42,781
-876
-2% -$233K 1.23% 15
2025
Q3
$12M Sell
43,657
-2,290
-5% -$622K 1.35% 13
2025
Q2
$12.4M Sell
45,947
-100
-0.2% -$25.4K 1.45% 14
2025
Q1
$11.7M Sell
46,047
-292
-0.6% -$73.6K 1.45% 13
2024
Q4
$10.9M Sell
46,339
-25
-0.1% -$6.21K 1.33% 14
2024
Q3
$11.8M Buy
46,364
+93
+0.2% +$22.8K 1.45% 13
2024
Q2
$11M Sell
46,271
-6,899
-13% -$1.59M 1.32% 15
2024
Q1
$12.3M Buy
53,170
+6,842
+15% +$1.45M 1.37% 15
2023
Q4
$9.19M Sell
46,328
-65
-0.1% -$11.7K 1.31% 17
2023
Q3
$7.86M Hold
46,393
1.2% 19
2023
Q2
$8.66M Hold
46,393
1.27% 17
2023
Q1
$7.68M Sell
46,393
-500
-1% -$77.9K 1.17% 19
2022
Q4
$6.83M Sell
46,893
-1,737
-4% -$255K 1.07% 20
2022
Q3
$7.02M Sell
48,630
-125
-0.3% -$20.3K 1.17% 20
2022
Q2
$7.5M Sell
48,755
-300
-0.6% -$49.8K 1.23% 20
2022
Q1
$8.66M Sell
49,055
-329
-0.7% -$61.8K 1.19% 19
2021
Q4
$11.6M Buy
49,384
+1,118
+2% +$253K 1.44% 17
2021
Q3
$10.1M Hold
48,266
1.37% 17
2021
Q2
$9.94M Hold
48,266
1.34% 18
2021
Q1
$10.3M Buy
48,266
+60
+0.1% +$12.8K 1.52% 14
2020
Q4
$10.4M Buy
48,206
+15
+0% +$3.13K 1.58% 13
2020
Q3
$9.63M Hold
48,191
1.68% 13
2020
Q2
$9.59M Sell
48,191
-200
-0.4% -$38.7K 1.92% 12
2020
Q1
$7.54M Sell
48,391
-200
-0.4% -$37.6K 1.58% 13
2019
Q4
$9.38M Sell
48,591
-1,600
-3% -$304K 1.79% 8
2019
Q3
$9.94M Sell
50,191
-930
-2% -$186K 2.04% 7
2019
Q2
$10.1M Sell
51,121
-950
-2% -$177K 2.07% 5
2019
Q1
$9.19M Sell
52,071
-700
-1% -$114K 1.99% 5
2018
Q4
$7.78M Buy
52,771
+500
+1% +$76.4K 2.1% 5
2018
Q3
$8.2M Buy
52,271
+1,000
+2% +$148K 1.7% 6
2018
Q2
$7.2M Sell
51,271
-500
-1% -$72.1K 1.68% 8
2018
Q1
$7.1M Buy
51,771
+1,992
+4% +$268K 1.71% 9
2017
Q4
$6.68M Hold
49,779
1.57% 7
2017
Q3
$6.4M Hold
49,779
1.61% 9
2017
Q2
$6.61M Sell
49,779
-300
-0.6% -$38.8K 1.75% 9
2017
Q1
$6.28M Hold
50,079
1.67% 9
2016
Q4
$5.87M Sell
50,079
-2,100
-4% -$246K 1.65% 9
2016
Q3
$6.35M Sell
52,179
-408
-0.8% -$49.3K 1.79% 8
2016
Q2
$6.24M Sell
52,587
-439
-0.8% -$51.2K 1.81% 8
2016
Q1
$5.91M Hold
53,026
1.82% 8
2015
Q4
$6.07M Buy
53,026
+150
+0.3% +$17.6K 1.83% 8
2015
Q3
$5.8M Sell
52,876
-3,655
-6% -$409K 1.96% 7
2015
Q2
$6.39M Sell
56,531
-300
-0.5% -$34.5K 1.75% 9
2015
Q1
$6.5M Sell
56,831
-13,072
-19% -$1.43M 1.79% 8
2014
Q4
$7.31M Sell
69,903
-9,686
-12% -$1.06M 1.91% 8
2014
Q3
$9.14M Buy
79,589
+1,650
+2% +$186K 2.49% 1
2014
Q2
$8.68M Buy
77,939
+143
+0.2% +$15.3K 2.33% 3
2014
Q1
$8.4M Sell
77,796
-14,876
-16% -$1.56M 2.35% 3
2013
Q4
$9.66M Sell
92,672
-3,511
-4% -$365K 2.67% 3
2013
Q3
$9.5M Sell
96,183
-1,058
-1% -$98.4K 3.09% 2
2013
Q2
$8.28M Buy
+97,241
New +$8.21M 2.81% 2

Other funds holding ECL