Summit Trail Advisors’s Ecolab ECL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Buy |
+6,306
| New | +$1.7M | 0.03% | 302 |
|
|
2024
Q4 | – | Sell |
-2,579
| Closed | -$660K | – | 500 |
|
|
2024
Q3 | $660K | Buy |
2,579
+258
| +11% | +$66K | 0.02% | 343 |
|
|
2024
Q2 | $554K | Buy |
2,321
+82
| +4% | +$19.6K | 0.01% | 352 |
|
|
2024
Q1 | $518K | Sell |
2,239
-218
| -9% | -$50.5K | 0.01% | 333 |
|
|
2023
Q4 | $489K | Buy |
2,457
+124
| +5% | +$24.7K | 0.02% | 284 |
|
|
2023
Q3 | $396K | Buy |
2,333
+82
| +4% | +$13.9K | 0.01% | 315 |
|
|
2023
Q2 | $421K | Buy |
2,251
+437
| +24% | +$81.8K | 0.02% | 298 |
|
|
2023
Q1 | $301K | Buy |
+1,814
| New | +$301K | 0.01% | 320 |
|
|
2022
Q3 | – | Sell |
-1,574
| Closed | -$243K | – | 384 |
|
|
2022
Q2 | $243K | Sell |
1,574
-585
| -27% | -$90.3K | 0.02% | 308 |
|
|
2022
Q1 | $382K | Buy |
+2,159
| New | +$382K | 0.03% | 207 |
|
|
2018
Q1 | – | Sell |
-1,121
| Closed | -$154K | – | 776 |
|
|
2017
Q4 | $154K | Buy |
+1,121
| New | +$154K | 0.02% | 509 |
|