Bartlett & Co’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $149K | Sell |
1,050
-135
| -11% | -$19.2K | ﹤0.01% | 514 |
|
|
2023
Q3 | $155K | Sell |
1,185
-597
| -34% | -$78.1K | ﹤0.01% | 480 |
|
|
2023
Q2 | $283K | Buy |
1,782
+135
| +8% | +$21.4K | ﹤0.01% | 410 |
|
|
2023
Q1 | $261K | Hold |
1,647
| – | – | 0.01% | 351 |
|
|
2022
Q4 | $231K | Buy |
1,647
+597
| +57% | +$83.7K | ﹤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% | 408 |
|
|
2021
Q4 | $209K | Buy |
1,200
+750
| +167% | +$131K | ﹤0.01% | 389 |
|
|
2021
Q3 | $75K | Sell |
450
-6
| -1% | -$1K | ﹤0.01% | 455 |
|
|
2021
Q2 | $82K | Hold |
456
| – | – | ﹤0.01% | 436 |
|
|
2021
Q1 | $88K | Hold |
456
| – | – | ﹤0.01% | 438 |
|
|
2020
Q4 | $92K | Sell |
456
-746
| -62% | -$151K | ﹤0.01% | 425 |
|
|
2020
Q3 | $253K | Buy |
1,202
+752
| +167% | +$158K | 0.01% | 290 |
|
|
2020
Q2 | $99K | Sell |
450
-180
| -29% | -$39.6K | ﹤0.01% | 377 |
|
|
2020
Q1 | $109K | Buy |
+630
| New | +$109K | ﹤0.01% | 357 |
|
|
2019
Q3 | $91K | Buy |
602
+150
| +33% | +$22.7K | ﹤0.01% | 403 |
|
|
2019
Q2 | $69K | Hold |
452
| – | – | ﹤0.01% | 374 |
|
|
2019
Q1 | $73K | Hold |
452
| – | – | ﹤0.01% | 359 |
|
|
2018
Q4 | $70K | Hold |
452
| – | – | ﹤0.01% | 350 |
|
|
2018
Q3 | $68K | Sell |
452
-105
| -19% | -$15.8K | ﹤0.01% | 389 |
|
|
2018
Q2 | $75K | Sell |
557
-174
| -24% | -$23.4K | ﹤0.01% | 368 |
|
|
2018
Q1 | $97K | Buy |
731
+94
| +15% | +$12.5K | ﹤0.01% | 324 |
|
|
2017
Q4 | $95K | Hold |
637
| – | – | ﹤0.01% | 332 |
|
|
2017
Q3 | $84K | Hold |
637
| – | – | ﹤0.01% | 344 |
|
|
2017
Q2 | $85K | Sell |
637
-228
| -26% | -$30.4K | ﹤0.01% | 339 |
|
|
2017
Q1 | $117K | Hold |
865
| – | – | 0.01% | 307 |
|
|
2016
Q4 | $104K | Hold |
865
| – | – | ﹤0.01% | 315 |
|
|
2016
Q3 | $108K | Buy |
865
+105
| +14% | +$13.1K | 0.01% | 308 |
|
|
2016
Q2 | $105K | Hold |
760
| – | – | 0.01% | 309 |
|
|
2016
Q1 | $96K | Hold |
760
| – | – | ﹤0.01% | 312 |
|
|
2015
Q4 | $96K | Sell |
760
-48
| -6% | -$6.06K | 0.01% | 319 |
|
|
2015
Q3 | $93K | Hold |
808
| – | – | 0.01% | 316 |
|
|
2015
Q2 | $84K | Hold |
808
| – | – | ﹤0.01% | 334 |
|
|
2015
Q1 | $89K | Hold |
808
| – | – | ﹤0.01% | 337 |
|
|
2014
Q4 | $84K | Hold |
808
| – | – | ﹤0.01% | 340 |
|
|
2014
Q3 | $78K | Hold |
808
| – | – | ﹤0.01% | 344 |
|
|
2014
Q2 | $74K | Hold |
808
| – | – | ﹤0.01% | 365 |
|
|
2014
Q1 | $71K | Buy |
808
+308
| +62% | +$27.1K | ﹤0.01% | 365 |
|
|
2013
Q4 | $46K | Hold |
500
| – | – | ﹤0.01% | 416 |
|
|
2013
Q3 | $41K | Hold |
500
| – | – | ﹤0.01% | 428 |
|
|
2013
Q2 | $42K | Buy |
+500
| New | +$42K | ﹤0.01% | 416 |
|