Transform Wealth’s Ecolab ECL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $249K | Sell |
980
-122
| -11% | -$30.8K | 0.02% | 224 |
|
|
2024
Q4 | $259K | Hold |
1,102
| – | – | 0.01% | 230 |
|
|
2024
Q3 | $282K | Hold |
1,102
| – | – | 0.02% | 186 |
|
|
2024
Q2 | $263K | Sell |
1,102
-14
| -1% | -$3.23K | 0.02% | 187 |
|
|
2024
Q1 | $258K | Buy |
1,116
+57
| +5% | +$12.1K | 0.02% | 194 |
|
|
2023
Q4 | $211K | Buy |
+1,059
| New | +$190K | 0.02% | 228 |
|
|
2023
Q3 | – | Sell |
-1,265
| Closed | -$237K | – | 246 |
|
|
2023
Q2 | $237K | Buy |
1,265
+2
| +0.2% | +$344 | 0.02% | 237 |
|
|
2023
Q1 | $210K | Sell |
1,263
-285
| -18% | -$44.4K | 0.02% | 240 |
|
|
2022
Q4 | $226K | Sell |
1,548
-100
| -6% | -$14.7K | 0.03% | 209 |
|
|
2022
Q3 | $239K | Sell |
1,648
-224
| -12% | -$36.3K | 0.03% | 166 |
|
|
2022
Q2 | $289K | Sell |
1,872
-1,601
| -46% | -$266K | 0.04% | 166 |
|
|
2022
Q1 | $613K | Sell |
3,473
-417
| -11% | -$78.3K | 0.07% | 142 |
|
|
2021
Q4 | $913K | Sell |
3,890
-38
| -1% | -$8.59K | 0.1% | 118 |
|
|
2021
Q3 | $819K | Sell |
3,928
-367
| -9% | -$80.4K | 0.09% | 125 |
|
|
2021
Q2 | $885K | Buy |
4,295
+110
| +3% | +$23.9K | 0.11% | 125 |
|
|
2021
Q1 | $896K | Sell |
4,185
-430
| -9% | -$91.5K | 0.18% | 103 |
|
|
2020
Q4 | $999K | Sell |
4,615
-1,133
| -20% | -$237K | 0.21% | 104 |
|
|
2020
Q3 | $1.15M | Sell |
5,748
-274
| -5% | -$54.8K | 0.19% | 96 |
|
|
2020
Q2 | $1.2M | Buy |
6,022
+357
| +6% | +$69.1K | 0.21% | 92 |
|
|
2020
Q1 | $883K | Buy |
5,665
+1,373
| +32% | +$258K | 0.19% | 109 |
|
|
2019
Q4 | $828K | Buy |
4,292
+2,592
| +152% | +$492K | 0.13% | 129 |
|
|
2019
Q3 | $337K | Hold |
1,700
| – | – | 0.06% | 171 |
|
|
2019
Q2 | $336K | Sell |
1,700
-200
| -11% | -$37.2K | 0.05% | 199 |
|
|
2019
Q1 | $335K | Sell |
1,900
-750
| -28% | -$122K | 0.06% | 136 |
|
|
2018
Q4 | $390K | Hold |
2,650
| – | – | 0.08% | 140 |
|
|
2018
Q3 | $415K | Sell |
2,650
-300
| -10% | -$44.5K | 0.07% | 151 |
|
|
2018
Q2 | $414K | Sell |
2,950
-200
| -6% | -$28.8K | 0.07% | 165 |
|
|
2018
Q1 | $432K | Sell |
3,150
-200
| -6% | -$26.9K | 0.08% | 182 |
|
|
2017
Q4 | $450K | Hold |
3,350
| – | – | 0.08% | 192 |
|
|
2017
Q3 | $431K | Hold |
3,350
| – | – | 0.15% | 158 |
|
|
2017
Q2 | $445K | Hold |
3,350
| – | – | 0.5% | 47 |
|
|
2017
Q1 | $420K | Buy |
3,350
+100
| +3% | +$12.2K | 0.16% | 161 |
|
|
2016
Q4 | $381K | Buy |
3,250
+450
| +16% | +$52.7K | 0.15% | 164 |
|
|
2016
Q3 | $341K | Sell |
2,800
-650
| -19% | -$78.5K | 0.15% | 165 |
|
|
2016
Q2 | $409K | Buy |
+3,450
| New | +$402K | 0.17% | 156 |
|
Other funds holding ECL
Transform Wealth's ECL Position: Q1 2025 in Review
Transform Wealth reduced its Ecolab (ECL) stake by 11% in Q1 2025, selling an estimated $30.8K and leaving 980 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #224.
Transform Wealth first reported a position in ECL in Q2 2016 and has held it in 35 quarters since. The position peaked at $1.2M in Q2 2020. 1,613 funds tracked by Wall St. Rank hold ECL as of Q1 2025.
- Transform Wealth held 980 shares of Ecolab worth $249K as of Q1 2025.
- Transform Wealth sold 122 Ecolab shares in Q1 2025, an estimated $30.8K.
- Ecolab made up 0.02% of Transform Wealth's portfolio in Q1 2025, its #224 holding.
- Transform Wealth first reported a position in Ecolab in Q2 2016 and has held it in 35 quarters since.
- Transform Wealth's Ecolab position peaked at $1.2M in Q2 2020.
- 1,613 funds tracked by Wall St. Rank held Ecolab as of Q1 2025.
Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.