United Capital Financial 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 | $2.92M | Buy |
10,840
+500
| +5% | +$135K | 0.02% | 366 |
|
2025
Q1 | $2.62M | Buy |
10,340
+1,268
| +14% | +$321K | 0.02% | 372 |
|
2024
Q4 | $2.13M | Buy |
9,072
+122
| +1% | +$28.6K | 0.02% | 405 |
|
2024
Q3 | $2.29M | Sell |
8,950
-10
| -0.1% | -$2.55K | 0.02% | 390 |
|
2024
Q2 | $2.13M | Sell |
8,960
-110
| -1% | -$26.2K | 0.02% | 386 |
|
2024
Q1 | $2.09M | Sell |
9,070
-273
| -3% | -$63K | 0.02% | 417 |
|
2023
Q4 | $1.85M | Sell |
9,343
-15,458
| -62% | -$3.07M | 0.02% | 425 |
|
2023
Q3 | $4.2M | Sell |
24,801
-285
| -1% | -$48.3K | 0.03% | 318 |
|
2023
Q2 | $4.68M | Sell |
25,086
-52
| -0.2% | -$9.71K | 0.03% | 324 |
|
2023
Q1 | $4.16M | Sell |
25,138
-5,855
| -19% | -$969K | 0.02% | 341 |
|
2022
Q4 | $4.51M | Sell |
30,993
-1,142
| -4% | -$166K | 0.03% | 344 |
|
2022
Q3 | $4.64M | Sell |
32,135
-2,186
| -6% | -$316K | 0.03% | 329 |
|
2022
Q2 | $5.28M | Buy |
34,321
+1,648
| +5% | +$253K | 0.03% | 329 |
|
2022
Q1 | $5.77M | Buy |
32,673
+139
| +0.4% | +$24.5K | 0.03% | 345 |
|
2021
Q4 | $7.63M | Sell |
32,534
-639
| -2% | -$150K | 0.04% | 314 |
|
2021
Q3 | $6.92M | Sell |
33,173
-747
| -2% | -$156K | 0.03% | 320 |
|
2021
Q2 | $6.99M | Sell |
33,920
-1,030
| -3% | -$212K | 0.04% | 324 |
|
2021
Q1 | $7.48M | Buy |
34,950
+198
| +0.6% | +$42.4K | 0.04% | 297 |
|
2020
Q4 | $7.52M | Sell |
34,752
-2,327
| -6% | -$503K | 0.05% | 289 |
|
2020
Q3 | $7.41M | Sell |
37,079
-2,187
| -6% | -$437K | 0.05% | 280 |
|
2020
Q2 | $7.81M | Sell |
39,266
-2,130
| -5% | -$424K | 0.06% | 288 |
|
2020
Q1 | $6.33M | Sell |
41,396
-27,436
| -40% | -$4.2M | 0.05% | 302 |
|
2019
Q4 | $13.3M | Buy |
68,832
+3,914
| +6% | +$755K | 0.09% | 259 |
|
2019
Q3 | $12.9M | Sell |
64,918
-9,808
| -13% | -$1.94M | 0.09% | 254 |
|
2019
Q2 | $14.8M | Buy |
74,726
+6,744
| +10% | +$1.33M | 0.1% | 228 |
|
2019
Q1 | $12M | Buy |
67,982
+20,247
| +42% | +$3.57M | 0.08% | 260 |
|
2018
Q4 | $7.03M | Buy |
47,735
+1,712
| +4% | +$252K | 0.06% | 318 |
|
2018
Q3 | $7.22M | Buy |
46,023
+906
| +2% | +$142K | 0.05% | 362 |
|
2018
Q2 | $6.33M | Sell |
45,117
-6
| -0% | -$842 | 0.05% | 368 |
|
2018
Q1 | $6.19M | Buy |
45,123
+475
| +1% | +$65.1K | 0.05% | 373 |
|
2017
Q4 | $6.01M | Buy |
44,648
+143
| +0.3% | +$19.2K | 0.05% | 379 |
|
2017
Q3 | $5.72M | Buy |
44,505
+186
| +0.4% | +$23.9K | 0.05% | 369 |
|
2017
Q2 | $5.88M | Sell |
44,319
-1,359
| -3% | -$180K | 0.05% | 354 |
|
2017
Q1 | $5.73M | Sell |
45,678
-105
| -0.2% | -$13.2K | 0.05% | 352 |
|
2016
Q4 | $5.37M | Sell |
45,783
-501
| -1% | -$58.7K | 0.05% | 359 |
|
2016
Q3 | $5.63M | Sell |
46,284
-915
| -2% | -$111K | 0.05% | 362 |
|
2016
Q2 | $5.62M | Buy |
47,199
+1,471
| +3% | +$175K | 0.06% | 346 |
|
2016
Q1 | $5.1M | Buy |
45,728
+2,054
| +5% | +$229K | 0.06% | 328 |
|
2015
Q4 | $5M | Buy |
43,674
+1,339
| +3% | +$153K | 0.06% | 328 |
|
2015
Q3 | $4.65M | Buy |
42,335
+1,041
| +3% | +$114K | 0.06% | 333 |
|
2015
Q2 | $4.67M | Buy |
41,294
+11,087
| +37% | +$1.25M | 0.05% | 350 |
|
2015
Q1 | $3.38M | Sell |
30,207
-7,111
| -19% | -$796K | 0.04% | 431 |
|
2014
Q4 | $3.9M | Buy |
37,318
+32,016
| +604% | +$3.35M | 0.06% | 302 |
|
2014
Q3 | $609K | Buy |
+5,302
| New | +$609K | 0.01% | 735 |
|
2014
Q2 | – | Sell |
-4,828
| Closed | -$521K | – | 826 |
|
2014
Q1 | $521K | Buy |
+4,828
| New | +$521K | 0.01% | 626 |
|
2013
Q4 | – | Sell |
-3,448
| Closed | -$341K | – | 673 |
|
2013
Q3 | $341K | Sell |
3,448
-67,055
| -95% | -$6.63M | 0.01% | 529 |
|
2013
Q2 | $6.01M | Buy |
+70,503
| New | +$6.01M | 0.16% | 163 |
|