APP
Avantax Planning Partners’s Clorox CLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Sell |
2,169
-302
| -12% | -$36.3K | 0.01% | 378 |
|
|
2025
Q1 | $364K | Buy |
2,471
+490
| +25% | +$72.2K | 0.01% | 305 |
|
|
2024
Q4 | $322K | Hold |
1,981
| – | – | 0.01% | 324 |
|
|
2024
Q3 | $323K | Sell |
1,981
-210
| -10% | -$34.2K | 0.01% | 320 |
|
|
2024
Q2 | $299K | Sell |
2,191
-61
| -3% | -$8.33K | 0.01% | 360 |
|
|
2024
Q1 | $345K | Sell |
2,252
-152
| -6% | -$23.3K | 0.01% | 337 |
|
|
2023
Q4 | $343K | Buy |
2,404
+64
| +3% | +$9.13K | 0.01% | 282 |
|
|
2023
Q3 | $307K | Sell |
2,340
-7
| -0.3% | -$917 | 0.01% | 281 |
|
|
2023
Q2 | $373K | Hold |
2,347
| – | – | 0.01% | 264 |
|
|
2023
Q1 | $371K | Hold |
2,347
| – | – | 0.02% | 260 |
|
|
2022
Q4 | $329K | Sell |
2,347
-31
| -1% | -$4.35K | 0.01% | 287 |
|
|
2022
Q3 | $305K | Sell |
2,378
-665
| -22% | -$85.3K | 0.01% | 279 |
|
|
2022
Q2 | $429K | Buy |
3,043
+115
| +4% | +$16.2K | 0.02% | 230 |
|
|
2022
Q1 | $407K | Sell |
2,928
-141
| -5% | -$19.6K | 0.02% | 243 |
|
|
2021
Q4 | $535K | Sell |
3,069
-125
| -4% | -$21.8K | 0.02% | 206 |
|
|
2021
Q3 | $529K | Buy |
3,194
+9
| +0.3% | +$1.49K | 0.02% | 189 |
|
|
2021
Q2 | $573K | Buy |
3,185
+45
| +1% | +$8.1K | 0.03% | 183 |
|
|
2021
Q1 | $606K | Buy |
3,140
+27
| +0.9% | +$5.21K | 0.03% | 171 |
|
|
2020
Q4 | $629K | Sell |
3,113
-160
| -5% | -$32.3K | 0.03% | 163 |
|
|
2020
Q3 | $688K | Sell |
3,273
-320
| -9% | -$67.3K | 0.04% | 155 |
|
|
2020
Q2 | $788K | Sell |
3,593
-23
| -0.6% | -$5.04K | 0.04% | 139 |
|
|
2020
Q1 | $626K | Sell |
3,616
-422
| -10% | -$73.1K | 0.04% | 135 |
|
|
2019
Q4 | $620K | Buy |
4,038
+44
| +1% | +$6.76K | 0.04% | 146 |
|
|
2019
Q3 | $607K | Hold |
3,994
| – | – | 0.04% | 147 |
|
|
2019
Q2 | $627K | Sell |
3,994
-169
| -4% | -$26.5K | 0.04% | 143 |
|
|
2019
Q1 | $668K | Buy |
4,163
+409
| +11% | +$65.6K | 0.05% | 136 |
|
|
2018
Q4 | $579K | Buy |
3,754
+2,197
| +141% | +$339K | 0.04% | 133 |
|
|
2018
Q3 | $234K | Hold |
1,557
| – | – | 0.02% | 225 |
|
|
2018
Q2 | $210K | Sell |
1,557
-1,235
| -44% | -$167K | 0.02% | 225 |
|
|
2018
Q1 | $372K | Sell |
2,792
-19
| -0.7% | -$2.53K | 0.03% | 204 |
|
|
2017
Q4 | $418K | Sell |
2,811
-1,655
| -37% | -$246K | 0.04% | 189 |
|
|
2017
Q3 | $589K | Buy |
4,466
+1,579
| +55% | +$208K | 0.05% | 181 |
|
|
2017
Q2 | $385K | Sell |
2,887
-4
| -0.1% | -$533 | 0.03% | 221 |
|
|
2017
Q1 | $390K | Sell |
2,891
-8
| -0.3% | -$1.08K | 0.03% | 208 |
|
|
2016
Q4 | $348K | Buy |
+2,899
| New | +$348K | 0.04% | 208 |
|