AWM
Avior Wealth Management’s Clorox CLX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-1,209
| Closed | -$196K | – | 1036 |
|
2024
Q4 | $196K | Buy |
1,209
+182
| +18% | +$29.6K | 0.01% | 708 |
|
2024
Q3 | $167K | Sell |
1,027
-68
| -6% | -$11.1K | 0.01% | 743 |
|
2024
Q2 | $150K | Sell |
1,095
-318
| -23% | -$43.4K | 0.01% | 753 |
|
2024
Q1 | $216K | Buy |
1,413
+1,002
| +244% | +$154K | 0.01% | 689 |
|
2023
Q4 | $58.6K | Sell |
411
-305
| -43% | -$43.5K | ﹤0.01% | 698 |
|
2023
Q3 | $93.9K | Sell |
716
-16
| -2% | -$2.1K | 0.01% | 636 |
|
2023
Q2 | $117K | Buy |
732
+33
| +5% | +$5.25K | 0.01% | 606 |
|
2023
Q1 | $111K | Buy |
699
+291
| +71% | +$46.1K | 0.01% | 620 |
|
2022
Q4 | $57.3K | Hold |
408
| – | – | ﹤0.01% | 604 |
|
2022
Q3 | $52K | Sell |
408
-27
| -6% | -$3.44K | ﹤0.01% | 597 |
|
2022
Q2 | $61K | Sell |
435
-3
| -0.7% | -$421 | 0.01% | 539 |
|
2022
Q1 | $60K | Buy |
438
+1
| +0.2% | +$137 | 0.01% | 568 |
|
2021
Q4 | $76K | Sell |
437
-51
| -10% | -$8.87K | 0.01% | 534 |
|
2021
Q3 | $80K | Sell |
488
-16
| -3% | -$2.62K | 0.01% | 513 |
|
2021
Q2 | $90K | Buy |
504
+1
| +0.2% | +$179 | 0.01% | 475 |
|
2021
Q1 | $97K | Sell |
503
-19
| -4% | -$3.66K | 0.01% | 475 |
|
2020
Q4 | $105K | Buy |
522
+1
| +0.2% | +$201 | 0.01% | 437 |
|
2020
Q3 | $109K | Buy |
521
+1
| +0.2% | +$209 | 0.02% | 437 |
|
2020
Q2 | $114K | Buy |
520
+36
| +7% | +$7.89K | 0.02% | 426 |
|
2020
Q1 | $83K | Buy |
484
+50
| +12% | +$8.57K | 0.02% | 425 |
|
2019
Q4 | $66K | Buy |
434
+100
| +30% | +$15.2K | 0.01% | 453 |
|
2019
Q3 | $50K | Buy |
334
+105
| +46% | +$15.7K | 0.01% | 456 |
|
2019
Q2 | $35K | Buy |
229
+4
| +2% | +$611 | 0.01% | 481 |
|
2019
Q1 | $36K | Hold |
225
| – | – | 0.01% | 445 |
|
2018
Q4 | $34K | Hold |
225
| – | – | 0.01% | 488 |
|
2018
Q3 | $34K | Hold |
225
| – | – | 0.01% | 508 |
|
2018
Q2 | $30K | Sell |
225
-6
| -3% | -$800 | 0.01% | 512 |
|
2018
Q1 | $31K | Hold |
231
| – | – | 0.01% | 517 |
|
2017
Q4 | $34K | Buy |
231
+6
| +3% | +$883 | 0.01% | 506 |
|
2017
Q3 | $30K | Hold |
225
| – | – | 0.01% | 249 |
|
2017
Q2 | $30K | Hold |
225
| – | – | 0.01% | 222 |
|
2017
Q1 | $30K | Hold |
225
| – | – | 0.01% | 267 |
|
2016
Q4 | $27K | Hold |
225
| – | – | 0.01% | 261 |
|
2016
Q3 | $28K | Hold |
225
| – | – | 0.01% | 267 |
|
2016
Q2 | $31K | Hold |
225
| – | – | 0.01% | 245 |
|
2016
Q1 | $28K | Hold |
225
| – | – | 0.01% | 249 |
|
2015
Q4 | $29K | Hold |
225
| – | – | 0.02% | 218 |
|
2015
Q3 | $26K | Hold |
225
| – | – | 0.02% | 212 |
|
2015
Q2 | $23K | Buy |
+225
| New | +$23K | 0.02% | 195 |
|