Bartlett & Co Wealth Management’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $36.1K | Hold |
301
| – | – | ﹤0.01% | 714 |
|
2025
Q1 | $44.3K | Sell |
301
-749
| -71% | -$110K | ﹤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% | -$1.09K | ﹤0.01% | 484 |
|
2024
Q1 | $162K | Buy |
1,058
+8
| +0.8% | +$1.23K | ﹤0.01% | 482 |
|
2023
Q4 | $149K | Sell |
1,050
-135
| -11% | -$19.2K | ﹤0.01% | 513 |
|
2023
Q3 | $155K | Sell |
1,185
-597
| -34% | -$78.2K | ﹤0.01% | 480 |
|
2023
Q2 | $283K | Buy |
1,782
+135
| +8% | +$21.5K | ﹤0.01% | 410 |
|
2023
Q1 | $261K | Hold |
1,647
| – | – | 0.01% | 351 |
|
2022
Q4 | $231K | Buy |
1,647
+597
| +57% | +$83.8K | ﹤0.01% | 366 |
|
2022
Q3 | $135K | Hold |
1,050
| – | – | ﹤0.01% | 421 |
|
2022
Q2 | $148K | Sell |
1,050
-150
| -13% | -$21.1K | ﹤0.01% | 410 |
|
2022
Q1 | $167K | Hold |
1,200
| – | – | ﹤0.01% | 409 |
|
2021
Q4 | $209K | Buy |
1,200
+750
| +167% | +$131K | ﹤0.01% | 390 |
|
2021
Q3 | $74.5K | Sell |
450
-6
| -1% | -$994 | ﹤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% | -$151K | ﹤0.01% | 426 |
|
2020
Q3 | $253K | Buy |
1,202
+752
| +167% | +$158K | 0.01% | 290 |
|
2020
Q2 | $98.7K | Sell |
450
-180
| -29% | -$39.5K | ﹤0.01% | 379 |
|
2020
Q1 | $109K | Sell |
630
-172
| -21% | -$29.8K | ﹤0.01% | 357 |
|
2019
Q4 | $123K | Buy |
802
+200
| +33% | +$30.7K | ﹤0.01% | 387 |
|
2019
Q3 | $91.4K | Buy |
602
+150
| +33% | +$22.8K | ﹤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% | -$15.8K | ﹤0.01% | 391 |
|
2018
Q2 | $75.3K | Sell |
557
-174
| -24% | -$23.5K | ﹤0.01% | 368 |
|
2018
Q1 | $97.3K | Buy |
+731
| New | +$97.3K | ﹤0.01% | 328 |
|