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Transform Wealth, LLC

SEC CIK
0001682266
Latest filing
Apr 15, 2025

ECL holding history

Ecolab Inc. in every 13F filed by Transform Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ECL overviewAll 13F holders of ECLFull Q1 2025 holdings

Shares (Q1 2025)
980
Value
$249.1K
% of portfolio
<0.1%
Quarters held
16
Since Q1 2021
Holdings of ECL by Transform Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 2025980$249.1K<0.1%−122−11.1%ReducedHolders
Q4 20241,102$258.9K<0.1%00.0%UnchangedHolders
Q3 20241,102$282.0K<0.1%00.0%UnchangedHolders
Q2 20241,102$262.9K<0.1%−14−1.3%ReducedHolders
Q1 20241,116$258.3K<0.1%+57+5.4%AddedHolders
Q4 20231,059$210.7K<0.1%+1,059NewHolders
Q3 20230$00.0%−1,265−100.0%Sold outHolders
Q2 20231,265$236.8K<0.1%+2+0.2%AddedHolders
Q1 20231,263$209.7K<0.1%−285−18.4%ReducedHolders
Q4 20221,548$226.2K<0.1%−100−6.1%ReducedHolders
Q3 20221,648$239.0K<0.1%−224−12.0%ReducedHolders
Q2 20221,872$289.0K<0.1%−1,601−46.1%ReducedHolders
Q1 20223,473$613.0K0.1%−417−10.7%ReducedHolders
Q4 20213,890$913.0K0.1%−38−1.0%ReducedHolders
Q3 20213,928$819.0K0.1%−367−8.5%ReducedHolders
Q2 20214,295$885.0K0.1%+110+2.6%AddedHolders
Q1 20214,185$896.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.