Avantax Planning Partners’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $299K | Buy |
3,133
+964
| +44% | +$92.5K | 0.01% | 368 |
|
|
2026
Q1 | $225K | Sell |
2,169
-43
| -2% | -$4.88K | 0.01% | 396 |
|
|
2025
Q4 | $223K | Buy |
2,212
+42
| +2% | +$4.56K | 0.01% | 400 |
|
|
2025
Q3 | $268K | Buy |
2,170
+1
| +0% | +$124 | 0.01% | 374 |
|
|
2025
Q2 | $260K | Sell |
2,169
-302
| -12% | -$40.3K | 0.01% | 378 |
|
|
2025
Q1 | $364K | Buy |
2,471
+490
| +25% | +$74.8K | 0.01% | 305 |
|
|
2024
Q4 | $322K | Hold |
1,981
| – | – | 0.01% | 324 |
|
|
2024
Q3 | $323K | Sell |
1,981
-210
| -10% | -$31.1K | 0.01% | 320 |
|
|
2024
Q2 | $299K | Sell |
2,191
-61
| -3% | -$8.47K | 0.01% | 360 |
|
|
2024
Q1 | $345K | Sell |
2,252
-152
| -6% | -$22.7K | 0.01% | 337 |
|
|
2023
Q4 | $343K | Buy |
2,404
+64
| +3% | +$8.53K | 0.01% | 282 |
|
|
2023
Q3 | $307K | Sell |
2,340
-7
| -0.3% | -$1.06K | 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% | -$4.4K | 0.01% | 287 |
|
|
2022
Q3 | $305K | Sell |
2,378
-665
| -22% | -$96K | 0.01% | 279 |
|
|
2022
Q2 | $429K | Buy |
3,043
+115
| +4% | +$16.4K | 0.02% | 230 |
|
|
2022
Q1 | $407K | Sell |
2,928
-141
| -5% | -$21.6K | 0.02% | 243 |
|
|
2021
Q4 | $535K | Sell |
3,069
-125
| -4% | -$20.8K | 0.02% | 206 |
|
|
2021
Q3 | $529K | Buy |
3,194
+9
| +0.3% | +$1.55K | 0.02% | 189 |
|
|
2021
Q2 | $573K | Buy |
3,185
+45
| +1% | +$8.21K | 0.03% | 183 |
|
|
2021
Q1 | $606K | Buy |
3,140
+27
| +0.9% | +$5.2K | 0.03% | 171 |
|
|
2020
Q4 | $629K | Sell |
3,113
-160
| -5% | -$33.1K | 0.03% | 163 |
|
|
2020
Q3 | $688K | Sell |
3,273
-320
| -9% | -$71.3K | 0.04% | 155 |
|
|
2020
Q2 | $788K | Sell |
3,593
-23
| -0.6% | -$4.59K | 0.04% | 139 |
|
|
2020
Q1 | $626K | Sell |
3,616
-422
| -10% | -$69.7K | 0.04% | 135 |
|
|
2019
Q4 | $620K | Buy |
4,038
+44
| +1% | +$6.58K | 0.04% | 146 |
|
|
2019
Q3 | $607K | Hold |
3,994
| – | – | 0.04% | 147 |
|
|
2019
Q2 | $627K | Sell |
3,994
-169
| -4% | -$25.8K | 0.04% | 143 |
|
|
2019
Q1 | $668K | Buy |
4,163
+409
| +11% | +$63.5K | 0.05% | 136 |
|
|
2018
Q4 | $579K | Buy |
3,754
+2,197
| +141% | +$342K | 0.04% | 133 |
|
|
2018
Q3 | $234K | Hold |
1,557
| – | – | 0.02% | 225 |
|
|
2018
Q2 | $210K | Sell |
1,557
-1,235
| -44% | -$152K | 0.02% | 225 |
|
|
2018
Q1 | $372K | Sell |
2,792
-19
| -0.7% | -$2.55K | 0.03% | 204 |
|
|
2017
Q4 | $418K | Sell |
2,811
-1,655
| -37% | -$225K | 0.04% | 189 |
|
|
2017
Q3 | $589K | Buy |
4,466
+1,579
| +55% | +$212K | 0.05% | 181 |
|
|
2017
Q2 | $385K | Sell |
2,887
-4
| -0.1% | -$540 | 0.03% | 221 |
|
|
2017
Q1 | $390K | Sell |
2,891
-8
| -0.3% | -$1.04K | 0.03% | 208 |
|
|
2016
Q4 | $348K | Buy |
+2,899
| New | +$342K | 0.04% | 208 |
|
Other funds holding CLX
Avantax Planning Partners's CLX Position: Q2 2026 in Review
Avantax Planning Partners increased its Clorox (CLX) stake by 44% in Q2 2026, buying an estimated $92.5K and bringing the position to 3,133 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #368.
Avantax Planning Partners first reported a position in CLX in Q4 2016 and has held it in 39 quarters since. The position peaked at $788K in Q2 2020. 1,041 funds tracked by Wall St. Rank hold CLX as of Q2 2026.
- Avantax Planning Partners held 3,133 shares of Clorox worth $299K as of Q2 2026.
- Avantax Planning Partners bought 964 Clorox shares in Q2 2026, an estimated $92.5K.
- Clorox made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #368 holding.
- Avantax Planning Partners first reported a position in Clorox in Q4 2016 and has held it in 39 quarters since.
- Avantax Planning Partners's Clorox position peaked at $788K in Q2 2020.
- 1,041 funds tracked by Wall St. Rank held Clorox as of Q2 2026.
Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.