Caldwell Trust’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $82.8K | Sell |
690
-150
|
|
||||
|
2025
Q1 | $124K | Buy |
840
+85
|
|
||||
|
2024
Q4 | $123K | Sell |
755
-135
|
|
||||
|
2024
Q3 | $145K | Sell |
890
-75
|
|
||||
|
2024
Q2 | $132K | Hold |
965
|
|
||||
|
2024
Q1 | $148K | Sell |
965
-190
|
|
||||
|
2023
Q4 | $165K | Sell |
1,155
-2,277
|
|
||||
|
2023
Q3 | $450K | Sell |
3,432
-346
|
|
||||
|
2023
Q2 | $601K | Sell |
3,778
-573
|
|
||||
|
2023
Q1 | $689K | Sell |
4,351
-10
|
|
||||
|
2022
Q4 | $612K | Sell |
4,361
-50
|
|
||||
|
2022
Q3 | $566K | Sell |
4,411
-70
|
|
||||
|
2022
Q2 | $632K | Sell |
4,481
-73
|
|
||||
|
2022
Q1 | $633K | Sell |
4,554
-2,042
|
|
||||
|
2021
Q4 | $1.15M | Sell |
6,596
-150
|
|
||||
|
2021
Q3 | $1.12M | Buy |
6,746
+1,514
|
|
||||
|
2021
Q2 | $941K | Buy |
5,232
+335
|
|
||||
|
2021
Q1 | $945K | Sell |
4,897
-152
|
|
||||
|
2020
Q4 | $1.02M | Sell |
5,049
-761
|
|
||||
|
2020
Q3 | $1.22M | Buy |
5,810
+10
|
|
||||
|
2020
Q2 | $1.27M | Buy |
5,800
+555
|
|
||||
|
2020
Q1 | $909K | Buy |
5,245
+2
|
|
||||
|
2019
Q4 | $805K | Buy |
+5,243
|
|