Beaton Management Company’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,491
| Closed | -$220K | – | 137 |
|
|
2025
Q1 | $220K | Sell |
1,491
-3,000
| -67% | -$443K | 0.11% | 129 |
|
|
2024
Q4 | $729K | Sell |
4,491
-1,000
| -18% | -$162K | 0.37% | 72 |
|
|
2024
Q3 | $895K | Hold |
5,491
| – | – | 0.45% | 65 |
|
|
2024
Q2 | $749K | Hold |
5,491
| – | – | 0.4% | 69 |
|
|
2024
Q1 | $841K | Hold |
5,491
| – | – | 0.46% | 64 |
|
|
2023
Q4 | $782K | Sell |
5,491
-258
| -4% | -$36.7K | 0.47% | 64 |
|
|
2023
Q3 | $753K | Sell |
5,749
-100
| -2% | -$13.1K | 0.49% | 65 |
|
|
2023
Q2 | $930K | Sell |
5,849
-992
| -15% | -$158K | 0.59% | 54 |
|
|
2023
Q1 | $1.08M | Hold |
6,841
| – | – | 0.73% | 43 |
|
|
2022
Q4 | $960K | Hold |
6,841
| – | – | 0.64% | 51 |
|
|
2022
Q3 | $878K | Hold |
6,841
| – | – | 0.66% | 49 |
|
|
2022
Q2 | $964K | Sell |
6,841
-100
| -1% | -$14.1K | 0.68% | 47 |
|
|
2022
Q1 | $965K | Sell |
6,941
-5,000
| -42% | -$695K | 0.6% | 52 |
|
|
2021
Q4 | $2.08M | Sell |
11,941
-100
| -0.8% | -$17.4K | 1.24% | 24 |
|
|
2021
Q3 | $1.99M | Buy |
12,041
+50
| +0.4% | +$8.28K | 1.32% | 23 |
|
|
2021
Q2 | $2.16M | Hold |
11,991
| – | – | 1.37% | 23 |
|
|
2021
Q1 | $2.31M | Hold |
11,991
| – | – | 1.6% | 20 |
|
|
2020
Q4 | $2.42M | Hold |
11,991
| – | – | 1.79% | 17 |
|
|
2020
Q3 | $2.52M | Sell |
11,991
-100
| -0.8% | -$21K | 2.08% | 11 |
|
|
2020
Q2 | $2.65M | Sell |
12,091
-200
| -2% | -$43.9K | 2.36% | 10 |
|
|
2020
Q1 | $2.13M | Sell |
12,291
-5,100
| -29% | -$883K | 2.13% | 10 |
|
|
2019
Q4 | $2.67M | Sell |
17,391
-6,767
| -28% | -$1.04M | 2.09% | 10 |
|
|
2019
Q3 | $3.67M | Buy |
24,158
+167
| +0.7% | +$25.4K | 2.97% | 5 |
|
|
2019
Q2 | $3.67M | Buy |
23,991
+18,900
| +371% | +$2.89M | 3.05% | 3 |
|
|
2019
Q1 | $817K | Buy |
5,091
+2,700
| +113% | +$433K | 0.71% | 51 |
|
|
2018
Q4 | $369K | Sell |
2,391
-75
| -3% | -$11.6K | 0.36% | 78 |
|
|
2018
Q3 | $371K | Hold |
2,466
| – | – | 0.31% | 85 |
|
|
2018
Q2 | $334K | Buy |
2,466
+166
| +7% | +$22.5K | 0.3% | 87 |
|
|
2018
Q1 | $306K | Hold |
2,300
| – | – | 0.28% | 91 |
|
|
2017
Q4 | $342K | Hold |
2,300
| – | – | 0.31% | 88 |
|
|
2017
Q3 | $303K | Sell |
2,300
-100
| -4% | -$13.2K | 0.29% | 90 |
|
|
2017
Q2 | $320K | Buy |
+2,400
| New | +$320K | 0.32% | 82 |
|