Bartlett & Co Wealth Management’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $29.1K | Sell |
332
-49
| -13% | -$5.55K | ﹤0.01% | 762 |
|
|
2025
Q4 | $38.4K | Buy |
381
+54
| +17% | +$5.86K | ﹤0.01% | 715 |
|
|
2025
Q3 | $40.3K | Buy |
327
+26
| +9% | +$3.23K | ﹤0.01% | 704 |
|
|
2025
Q2 | $36.1K | Hold |
301
| – | – | ﹤0.01% | 714 |
|
|
2025
Q1 | $44.3K | Sell |
301
-749
| -71% | -$114K | ﹤0.01% | 671 |
|
|
2024
Q4 | $171K | Hold |
1,050
| – | – | ﹤0.01% | 466 |
|
|
2024
Q3 | $171K | Hold |
1,050
| – | – | ﹤0.01% | 466 |
|
|
2024
Q2 | $143K | Sell |
1,050
-8
| -0.8% | -$1.11K | ﹤0.01% | 484 |
|
|
2024
Q1 | $162K | Buy |
1,058
+8
| +0.8% | +$1.19K | ﹤0.01% | 482 |
|
|
2023
Q4 | $149K | Sell |
1,050
-135
| -11% | -$18K | ﹤0.01% | 513 |
|
|
2023
Q3 | $155K | Sell |
1,185
-597
| -34% | -$90.7K | ﹤0.01% | 480 |
|
|
2023
Q2 | $283K | Buy |
1,782
+135
| +8% | +$21.8K | ﹤0.01% | 410 |
|
|
2023
Q1 | $261K | Hold |
1,647
| – | – | 0.01% | 351 |
|
|
2022
Q4 | $231K | Buy |
1,647
+597
| +57% | +$84.7K | ﹤0.01% | 366 |
|
|
2022
Q3 | $135K | Hold |
1,050
| – | – | ﹤0.01% | 421 |
|
|
2022
Q2 | $148K | Sell |
1,050
-150
| -13% | -$21.4K | ﹤0.01% | 410 |
|
|
2022
Q1 | $167K | Hold |
1,200
| – | – | ﹤0.01% | 409 |
|
|
2021
Q4 | $209K | Buy |
1,200
+750
| +167% | +$125K | ﹤0.01% | 390 |
|
|
2021
Q3 | $74.5K | Sell |
450
-6
| -1% | -$1.03K | ﹤0.01% | 458 |
|
|
2021
Q2 | $82K | Hold |
456
| – | – | ﹤0.01% | 437 |
|
|
2021
Q1 | $88K | Hold |
456
| – | – | ﹤0.01% | 440 |
|
|
2020
Q4 | $92.1K | Sell |
456
-746
| -62% | -$154K | ﹤0.01% | 426 |
|
|
2020
Q3 | $253K | Buy |
1,202
+752
| +167% | +$167K | 0.01% | 290 |
|
|
2020
Q2 | $98.7K | Sell |
450
-180
| -29% | -$36K | ﹤0.01% | 379 |
|
|
2020
Q1 | $109K | Sell |
630
-172
| -21% | -$28.4K | ﹤0.01% | 357 |
|
|
2019
Q4 | $123K | Buy |
802
+200
| +33% | +$29.9K | ﹤0.01% | 387 |
|
|
2019
Q3 | $91.4K | Buy |
602
+150
| +33% | +$23.7K | ﹤0.01% | 403 |
|
|
2019
Q2 | $69.2K | Hold |
452
| – | – | ﹤0.01% | 377 |
|
|
2019
Q1 | $72.5K | Hold |
452
| – | – | ﹤0.01% | 361 |
|
|
2018
Q4 | $69.7K | Hold |
452
| – | – | ﹤0.01% | 352 |
|
|
2018
Q3 | $68K | Sell |
452
-105
| -19% | -$14.9K | ﹤0.01% | 391 |
|
|
2018
Q2 | $75.3K | Sell |
557
-174
| -24% | -$21.5K | ﹤0.01% | 368 |
|
|
2018
Q1 | $97.3K | Buy |
+731
| New | +$98.2K | ﹤0.01% | 328 |
|
Other funds holding CLX
VCM
VPM
DAM
Bartlett & Co Wealth Management's CLX Position: Q1 2026 in Review
Bartlett & Co Wealth Management reduced its Clorox (CLX) stake by 13% in Q1 2026, selling an estimated $5.55K and leaving 332 shares worth $29.1K. The position accounts for ﹤0.01% of the portfolio, ranked #762.
Bartlett & Co Wealth Management first reported a position in CLX in Q1 2018 and has held it in 33 quarters since. The position peaked at $283K in Q2 2023. 1,080 funds tracked by Wall St. Rank hold CLX as of Q1 2026.
- Bartlett & Co Wealth Management held 332 shares of Clorox worth $29.1K as of Q1 2026.
- Bartlett & Co Wealth Management sold 49 Clorox shares in Q1 2026, an estimated $5.55K.
- Clorox made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #762 holding.
- Bartlett & Co Wealth Management first reported a position in Clorox in Q1 2018 and has held it in 33 quarters since.
- Bartlett & Co Wealth Management's Clorox position peaked at $283K in Q2 2023.
- 1,080 funds tracked by Wall St. Rank held Clorox as of Q1 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.