Summit Wealth Partners’s Ecolab ECL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Sell |
923
-95
| -9% | -$25.6K | 0.05% | 196 |
|
|
2025
Q1 | $258K | Sell |
1,018
-73
| -7% | -$18.5K | 0.05% | 183 |
|
|
2024
Q4 | $256K | Hold |
1,091
| – | – | 0.05% | 179 |
|
|
2024
Q3 | $279K | Hold |
1,091
| – | – | 0.05% | 199 |
|
|
2024
Q2 | $260K | Hold |
1,091
| – | – | 0.05% | 194 |
|
|
2024
Q1 | $252K | Hold |
1,091
| – | – | 0.05% | 198 |
|
|
2023
Q4 | $216K | Buy |
+1,091
| New | +$216K | 0.05% | 200 |
|
|
2023
Q3 | – | Sell |
-1,091
| Closed | -$204K | – | 186 |
|
|
2023
Q2 | $204K | Buy |
+1,091
| New | +$204K | 0.05% | 176 |
|