Bard Financial Services’s Clorox CLX Stock Holding History

Bard Financial Services’s Portfolio CLX Stock Details CLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.11M	Buy	9,025 +1,625	+22%	+$202K	0.12%	117
2025 Q2	$889K	Buy	7,400 +125	+2%	+$16.7K	0.11%	121
2025 Q1	$1.07M	Sell	7,275 -75	-1%	-$11.5K	0.13%	112
2024 Q4	$1.19M	Hold	7,350	–	–	0.14%	104
2024 Q3	$1.2M	Hold	7,350	–	–	0.14%	105
2024 Q2	$1M	Hold	7,350	–	–	0.1%	120
2024 Q1	$1.13M	Hold	7,350	–	–	0.12%	111
2023 Q4	$1.05M	Sell	7,350 -60	-0.8%	-$8K	0.12%	115
2023 Q3	$971K	Sell	7,410 -500	-6%	-$76K	0.12%	112
2023 Q2	$1.26M	Hold	7,910	–	–	0.1%	148
2023 Q1	$1.25M	Sell	7,910 -1,500	-16%	-$225K	0.1%	150
2022 Q4	$1.32M	Hold	9,410	–	–	0.11%	138
2022 Q3	$1.21M	Hold	9,410	–	–	0.11%	137
2022 Q2	$1.33M	Hold	9,410	–	–	0.12%	134
2022 Q1	$1.31M	Hold	9,410	–	–	0.11%	132
2021 Q4	$1.64M	Hold	9,410	–	–	0.13%	119
2021 Q3	$1.56M	Buy	9,410 +325	+4%	+$56K	0.14%	119
2021 Q2	$1.63M	Hold	9,085	–	–	0.15%	116
2021 Q1	$1.75M	Buy	9,085 +250	+3%	+$48.1K	0.17%	110
2020 Q4	$1.78M	Buy	+8,835	New	+$1.83M	0.18%	107

Other funds holding CLX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Two Sigma Advisers

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return