WJWM
Williams Jones Wealth Management’s Ecolab ECL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $196M | Buy |
727,152
+655
| +0.1% | +$176K | 2.34% | 9 |
|
2025
Q1 | $184M | Sell |
726,497
-7,056
| -1% | -$1.79M | 2.35% | 9 |
|
2024
Q4 | $172M | Sell |
733,553
-766
| -0.1% | -$179K | 2.07% | 10 |
|
2024
Q3 | $187M | Buy |
734,319
+2,700
| +0.4% | +$689K | 2.2% | 11 |
|
2024
Q2 | $174M | Sell |
731,619
-448
| -0.1% | -$107K | 2.16% | 10 |
|
2024
Q1 | $169M | Sell |
732,067
-3,445
| -0.5% | -$795K | 2.15% | 12 |
|
2023
Q4 | $146M | Sell |
735,512
-6,835
| -0.9% | -$1.36M | 2.04% | 12 |
|
2023
Q3 | $126M | Buy |
742,347
+17,342
| +2% | +$2.94M | 1.93% | 14 |
|
2023
Q2 | $135M | Sell |
725,005
-23,514
| -3% | -$4.39M | 2.03% | 11 |
|
2023
Q1 | $124M | Sell |
748,519
-7,000
| -0.9% | -$1.16M | 1.94% | 13 |
|
2022
Q4 | $110M | Sell |
755,519
-64,910
| -8% | -$9.45M | 1.84% | 16 |
|
2022
Q3 | $118M | Sell |
820,429
-20,817
| -2% | -$3.01M | 2.06% | 13 |
|
2022
Q2 | $129M | Sell |
841,246
-8,453
| -1% | -$1.3M | 2.09% | 14 |
|
2022
Q1 | $150M | Sell |
849,699
-39,655
| -4% | -$7M | 2.09% | 13 |
|
2021
Q4 | $209M | Sell |
889,354
-1,256
| -0.1% | -$295K | 2.61% | 9 |
|
2021
Q3 | $186M | Sell |
890,610
-10,332
| -1% | -$2.16M | 2.6% | 9 |
|
2021
Q2 | $186M | Buy |
900,942
+9,667
| +1% | +$1.99M | 2.6% | 7 |
|
2021
Q1 | $191M | Buy |
891,275
+17,250
| +2% | +$3.69M | 2.98% | 4 |
|
2020
Q4 | $189M | Buy |
874,025
+15,503
| +2% | +$3.35M | 3.08% | 4 |
|
2020
Q3 | $172M | Buy |
858,522
+53,903
| +7% | +$10.8M | 3.17% | 6 |
|
2020
Q2 | $160M | Buy |
804,619
+12,152
| +2% | +$2.42M | 3.28% | 5 |
|
2020
Q1 | $123M | Sell |
792,467
-12,577
| -2% | -$1.96M | 3.22% | 6 |
|
2019
Q4 | $155M | Buy |
805,044
+5,345
| +0.7% | +$1.03M | 2.97% | 3 |
|
2019
Q3 | $158M | Buy |
+799,699
| New | +$158M | 3.25% | 2 |
|