AE Wealth Management’s Clorox CLX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$556K Buy
4,633
+317
+7% +$38.1K ﹤0.01% 889
2025
Q1
$636K Sell
4,316
-187
-4% -$27.5K 0.01% 846
2024
Q4
$731K Buy
4,503
+921
+26% +$150K 0.01% 782
2024
Q3
$584K Sell
3,582
-2,395
-40% -$390K 0.01% 844
2024
Q2
$816K Buy
5,977
+2,987
+100% +$408K 0.01% 753
2024
Q1
$458K Sell
2,990
-11,064
-79% -$1.69M 0.01% 845
2023
Q4
$2.03M Buy
14,054
+3,234
+30% +$468K 0.01% 899
2023
Q3
$1.42M Sell
10,820
-2,461
-19% -$323K 0.01% 960
2023
Q2
$2.11M Sell
13,281
-258
-2% -$41K 0.01% 828
2023
Q1
$2.14M Sell
13,539
-1,609
-11% -$255K 0.01% 766
2022
Q4
$2.13M Buy
15,148
+769
+5% +$108K 0.02% 721
2022
Q3
$1.85M Buy
14,379
+965
+7% +$124K 0.01% 726
2022
Q2
$1.89M Buy
13,414
+3,195
+31% +$450K 0.02% 688
2022
Q1
$1.42M Buy
10,219
+2,662
+35% +$370K 0.01% 802
2021
Q4
$1.32M Sell
7,557
-2,402
-24% -$419K 0.01% 836
2021
Q3
$1.65M Sell
9,959
-279
-3% -$46.2K 0.01% 704
2021
Q2
$1.84M Sell
10,238
-5,283
-34% -$951K 0.02% 659
2021
Q1
$2.99M Sell
15,521
-4,034
-21% -$778K 0.03% 453
2020
Q4
$3.95M Sell
19,555
-335
-2% -$67.6K 0.04% 314
2020
Q3
$4.18M Buy
19,890
+4,155
+26% +$873K 0.06% 261
2020
Q2
$3.45M Buy
15,735
+4,739
+43% +$1.04M 0.05% 281
2020
Q1
$1.91M Sell
10,996
-668
-6% -$116K 0.04% 321
2019
Q4
$1.79M Buy
11,664
+1,473
+14% +$226K 0.04% 368
2019
Q3
$1.55M Buy
10,191
+527
+5% +$80.1K 0.04% 333
2019
Q2
$1.48M Buy
9,664
+1,958
+25% +$300K 0.04% 305
2019
Q1
$1.24M Buy
7,706
+2,318
+43% +$372K 0.09% 189
2018
Q4
$831K Sell
5,388
-860
-14% -$133K 0.14% 172
2018
Q3
$940K Sell
6,248
-803
-11% -$121K 0.05% 226
2018
Q2
$954K Sell
7,051
-2,144
-23% -$290K 0.06% 171
2018
Q1
$1.22M Buy
9,195
+2,757
+43% +$367K 0.09% 135
2017
Q4
$958K Buy
6,438
+856
+15% +$127K 0.08% 173
2017
Q3
$736K Buy
5,582
+693
+14% +$91.4K 0.07% 192
2017
Q2
$651K Buy
4,889
+2,033
+71% +$271K 0.08% 199
2017
Q1
$385K Buy
+2,856
New +$385K 0.07% 193