Valeo 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 | $1.16M | Buy |
4,289
+267
| +7% | +$71.9K | 0.03% | 262 |
|
|
2025
Q1 | $1.02M | Sell |
4,022
-19
| -0.5% | -$4.82K | 0.03% | 257 |
|
|
2024
Q4 | $947K | Buy |
4,041
+2,261
| +127% | +$530K | 0.03% | 277 |
|
|
2024
Q3 | $454K | Sell |
1,780
-8
| -0.4% | -$2.04K | 0.01% | 425 |
|
|
2024
Q2 | $426K | Buy |
1,788
+84
| +5% | +$20K | 0.01% | 434 |
|
|
2024
Q1 | $376K | Buy |
1,704
+9
| +0.5% | +$1.99K | 0.01% | 445 |
|
|
2023
Q4 | $336K | Buy |
1,695
+222
| +15% | +$44K | 0.01% | 458 |
|
|
2023
Q3 | $249K | Buy |
1,473
+71
| +5% | +$12K | 0.01% | 508 |
|
|
2023
Q2 | $262K | Sell |
1,402
-55
| -4% | -$10.3K | 0.01% | 463 |
|
|
2023
Q1 | $241K | Buy |
+1,457
| New | +$241K | 0.01% | 503 |
|
|
2022
Q1 | – | Sell |
-905
| Closed | -$212K | – | 593 |
|
|
2021
Q4 | $212K | Buy |
+905
| New | +$212K | 0.01% | 486 |
|
|
2021
Q2 | – | Sell |
-679
| Closed | -$145K | – | 792 |
|
|
2021
Q1 | $145K | Buy |
679
+25
| +4% | +$5.34K | 0.01% | 506 |
|
|
2020
Q4 | $141K | Buy |
654
+230
| +54% | +$49.6K | 0.01% | 477 |
|
|
2020
Q3 | $85K | Buy |
424
+243
| +134% | +$48.7K | 0.01% | 493 |
|
|
2020
Q2 | $36K | Buy |
181
+24
| +15% | +$4.77K | ﹤0.01% | 800 |
|
|
2020
Q1 | $28K | Buy |
157
+14
| +10% | +$2.5K | ﹤0.01% | 758 |
|
|
2019
Q4 | $28K | Hold |
143
| – | – | ﹤0.01% | 826 |
|
|
2019
Q3 | $28K | Sell |
143
-294
| -67% | -$57.6K | ﹤0.01% | 751 |
|
|
2019
Q2 | $86K | Buy |
437
+262
| +150% | +$51.6K | 0.01% | 460 |
|
|
2019
Q1 | $31K | Hold |
175
| – | – | ﹤0.01% | 658 |
|
|
2018
Q4 | $26K | Sell |
175
-18
| -9% | -$2.67K | ﹤0.01% | 626 |
|
|
2018
Q3 | $29K | Sell |
193
-100
| -34% | -$15K | ﹤0.01% | 654 |
|
|
2018
Q2 | $43K | Sell |
293
-215
| -42% | -$31.6K | 0.01% | 560 |
|
|
2018
Q1 | $70K | Buy |
508
+209
| +70% | +$28.8K | 0.01% | 432 |
|
|
2017
Q4 | $40K | Buy |
299
+209
| +232% | +$28K | 0.01% | 510 |
|
|
2017
Q3 | $12K | Buy |
+90
| New | +$12K | ﹤0.01% | 652 |
|