SFS
Summit Financial Strategies’s Ecolab ECL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $856K | Hold |
3,177
| – | – | 0.08% | 65 |
|
2025
Q1 | $805K | Hold |
3,177
| – | – | 0.08% | 64 |
|
2024
Q4 | $744K | Hold |
3,177
| – | – | 0.08% | 65 |
|
2024
Q3 | $811K | Hold |
3,177
| – | – | 0.09% | 63 |
|
2024
Q2 | $756K | Hold |
3,177
| – | – | 0.09% | 64 |
|
2024
Q1 | $734K | Hold |
3,177
| – | – | 0.1% | 64 |
|
2023
Q4 | $630K | Sell |
3,177
-435
| -12% | -$86.3K | 0.1% | 64 |
|
2023
Q3 | $612K | Hold |
3,612
| – | – | 0.12% | 58 |
|
2023
Q2 | $674K | Hold |
3,612
| – | – | 0.13% | 58 |
|
2023
Q1 | $598K | Hold |
3,612
| – | – | 0.12% | 62 |
|
2022
Q4 | $526K | Hold |
3,612
| – | – | 0.11% | 62 |
|
2022
Q3 | $522K | Hold |
3,612
| – | – | 0.12% | 57 |
|
2022
Q2 | $555K | Hold |
3,612
| – | – | 0.13% | 56 |
|
2022
Q1 | $638K | Hold |
3,612
| – | – | 0.13% | 53 |
|
2021
Q4 | $847K | Hold |
3,612
| – | – | 0.16% | 45 |
|
2021
Q3 | $754K | Hold |
3,612
| – | – | 0.14% | 46 |
|
2021
Q2 | $744K | Buy |
+3,612
| New | +$744K | 0.15% | 47 |
|