SSWM
Sheets Smith Wealth Management’s Ecolab ECL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $12.4M | Sell |
45,947
-100
| -0.2% | -$26.9K | 1.45% | 14 |
|
2025
Q1 | $11.7M | Sell |
46,047
-292
| -0.6% | -$74K | 1.45% | 13 |
|
2024
Q4 | $10.9M | Sell |
46,339
-25
| -0.1% | -$5.86K | 1.33% | 14 |
|
2024
Q3 | $11.8M | Buy |
46,364
+93
| +0.2% | +$23.7K | 1.45% | 13 |
|
2024
Q2 | $11M | Sell |
46,271
-6,899
| -13% | -$1.64M | 1.32% | 15 |
|
2024
Q1 | $12.3M | Buy |
53,170
+6,842
| +15% | +$1.58M | 1.37% | 15 |
|
2023
Q4 | $9.19M | Sell |
46,328
-65
| -0.1% | -$12.9K | 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% | -$82.8K | 1.17% | 19 |
|
2022
Q4 | $6.83M | Sell |
46,893
-1,737
| -4% | -$253K | 1.07% | 20 |
|
2022
Q3 | $7.02M | Sell |
48,630
-125
| -0.3% | -$18.1K | 1.17% | 20 |
|
2022
Q2 | $7.5M | Sell |
48,755
-300
| -0.6% | -$46.1K | 1.23% | 20 |
|
2022
Q1 | $8.66M | Sell |
49,055
-329
| -0.7% | -$58.1K | 1.19% | 19 |
|
2021
Q4 | $11.6M | Buy |
49,384
+1,118
| +2% | +$262K | 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% | +$3.25K | 1.58% | 13 |
|
2020
Q3 | $9.63M | Hold |
48,191
| – | – | 1.68% | 13 |
|
2020
Q2 | $9.59M | Sell |
48,191
-200
| -0.4% | -$39.8K | 1.92% | 12 |
|
2020
Q1 | $7.54M | Sell |
48,391
-200
| -0.4% | -$31.2K | 1.58% | 13 |
|
2019
Q4 | $9.38M | Sell |
48,591
-1,600
| -3% | -$309K | 1.79% | 8 |
|
2019
Q3 | $9.94M | Sell |
50,191
-930
| -2% | -$184K | 2.04% | 7 |
|
2019
Q2 | $10.1M | Sell |
51,121
-950
| -2% | -$188K | 2.07% | 5 |
|
2019
Q1 | $9.19M | Sell |
52,071
-700
| -1% | -$124K | 1.99% | 5 |
|
2018
Q4 | $7.78M | Buy |
52,771
+500
| +1% | +$73.7K | 2.1% | 5 |
|
2018
Q3 | $8.2M | Buy |
52,271
+1,000
| +2% | +$157K | 1.7% | 6 |
|
2018
Q2 | $7.2M | Sell |
51,271
-500
| -1% | -$70.2K | 1.68% | 8 |
|
2018
Q1 | $7.1M | Buy |
51,771
+1,992
| +4% | +$273K | 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% | -$39.8K | 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% | -$49.7K | 1.79% | 8 |
|
2016
Q2 | $6.24M | Sell |
52,587
-439
| -0.8% | -$52.1K | 1.81% | 8 |
|
2016
Q1 | $5.91M | Hold |
53,026
| – | – | 1.82% | 8 |
|
2015
Q4 | $6.07M | Buy |
53,026
+150
| +0.3% | +$17.2K | 1.83% | 8 |
|
2015
Q3 | $5.8M | Sell |
52,876
-3,655
| -6% | -$401K | 1.96% | 7 |
|
2015
Q2 | $6.39M | Sell |
56,531
-300
| -0.5% | -$33.9K | 1.75% | 9 |
|
2015
Q1 | $6.5M | Sell |
56,831
-13,072
| -19% | -$1.5M | 1.79% | 8 |
|
2014
Q4 | $7.31M | Sell |
69,903
-9,686
| -12% | -$1.01M | 1.91% | 8 |
|
2014
Q3 | $9.14M | Buy |
79,589
+1,650
| +2% | +$189K | 2.49% | 1 |
|
2014
Q2 | $8.68M | Buy |
77,939
+143
| +0.2% | +$15.9K | 2.33% | 3 |
|
2014
Q1 | $8.4M | Sell |
77,796
-14,876
| -16% | -$1.61M | 2.35% | 3 |
|
2013
Q4 | $9.66M | Sell |
92,672
-3,511
| -4% | -$366K | 2.67% | 3 |
|
2013
Q3 | $9.5M | Sell |
96,183
-1,058
| -1% | -$104K | 3.09% | 2 |
|
2013
Q2 | $8.28M | Buy |
+97,241
| New | +$8.28M | 2.81% | 2 |
|