Caldwell Trust’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $82.6K | Sell |
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|
2025
Q2 | $82.8K | Sell |
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|
2025
Q1 | $124K | Buy |
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|
2024
Q4 | $123K | Sell |
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|
2024
Q3 | $145K | Sell |
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|
2024
Q2 | $132K | Hold |
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|
2024
Q1 | $148K | Sell |
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|
2023
Q4 | $165K | Sell |
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|
2023
Q3 | $450K | Sell |
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|
2023
Q2 | $601K | Sell |
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|
2023
Q1 | $689K | Sell |
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|
2022
Q4 | $612K | Sell |
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|
2022
Q3 | $566K | Sell |
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|
2022
Q2 | $632K | Sell |
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|
2022
Q1 | $633K | Sell |
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|
2021
Q4 | $1.15M | Sell |
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|
2021
Q3 | $1.12M | Buy |
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|
2021
Q2 | $941K | Buy |
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|
2021
Q1 | $945K | Sell |
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|
2020
Q4 | $1.02M | Sell |
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|
2020
Q3 | $1.22M | Buy |
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|
2020
Q2 | $1.27M | Buy |
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|
2020
Q1 | $909K | Buy |
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|
2019
Q4 | $805K | Buy |
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