CA
CapWealth Advisors’s Clorox CLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Sell |
1,718
-50
| -3% | -$6K | 0.02% | 100 |
|
|
2025
Q1 | $260K | Hold |
1,768
| – | – | 0.03% | 90 |
|
|
2024
Q4 | $287K | Sell |
1,768
-121
| -6% | -$19.7K | 0.03% | 89 |
|
|
2024
Q3 | $308K | Hold |
1,889
| – | – | 0.03% | 89 |
|
|
2024
Q2 | $258K | Buy |
1,889
+1
| +0.1% | +$136 | 0.03% | 87 |
|
|
2024
Q1 | $289K | Hold |
1,888
| – | – | 0.03% | 85 |
|
|
2023
Q4 | $269K | Hold |
1,888
| – | – | 0.03% | 86 |
|
|
2023
Q3 | $247K | Hold |
1,888
| – | – | 0.03% | 95 |
|
|
2023
Q2 | $300K | Hold |
1,888
| – | – | 0.04% | 88 |
|
|
2023
Q1 | $299K | Sell |
1,888
-200
| -10% | -$31.6K | 0.04% | 91 |
|
|
2022
Q4 | $293K | Hold |
2,088
| – | – | 0.03% | 96 |
|
|
2022
Q3 | $268K | Hold |
2,088
| – | – | 0.04% | 94 |
|
|
2022
Q2 | $294K | Sell |
2,088
-115
| -5% | -$16.2K | 0.04% | 93 |
|
|
2022
Q1 | $306K | Hold |
2,203
| – | – | 0.03% | 104 |
|
|
2021
Q4 | $384K | Hold |
2,203
| – | – | 0.04% | 97 |
|
|
2021
Q3 | $365K | Hold |
2,203
| – | – | 0.04% | 91 |
|
|
2021
Q2 | $396K | Sell |
2,203
-60
| -3% | -$10.8K | 0.04% | 88 |
|
|
2021
Q1 | $436K | Sell |
2,263
-175
| -7% | -$33.7K | 0.05% | 82 |
|
|
2020
Q4 | $492K | Sell |
2,438
-45
| -2% | -$9.08K | 0.06% | 77 |
|
|
2020
Q3 | $522K | Sell |
2,483
-370
| -13% | -$77.8K | 0.07% | 74 |
|
|
2020
Q2 | $626K | Sell |
2,853
-135
| -5% | -$29.6K | 0.09% | 69 |
|
|
2020
Q1 | $518K | Sell |
2,988
-25
| -0.8% | -$4.33K | 0.09% | 68 |
|
|
2019
Q4 | $463K | Sell |
3,013
-25
| -0.8% | -$3.84K | 0.06% | 75 |
|
|
2019
Q3 | $461K | Sell |
3,038
-50
| -2% | -$7.59K | 0.06% | 72 |
|
|
2019
Q2 | $473K | Sell |
3,088
-50
| -2% | -$7.66K | 0.07% | 72 |
|
|
2019
Q1 | $504K | Hold |
3,138
| – | – | 0.08% | 70 |
|
|
2018
Q4 | $484K | Sell |
3,138
-125
| -4% | -$19.3K | 0.09% | 71 |
|
|
2018
Q3 | $491K | Sell |
3,263
-25
| -0.8% | -$3.76K | 0.08% | 81 |
|
|
2018
Q2 | $445K | Hold |
3,288
| – | – | 0.08% | 82 |
|
|
2018
Q1 | $438K | Sell |
3,288
-150
| -4% | -$20K | 0.08% | 77 |
|
|
2017
Q4 | $511K | Hold |
3,438
| – | – | 0.09% | 77 |
|
|
2017
Q3 | $454K | Hold |
3,438
| – | – | 0.09% | 81 |
|
|
2017
Q2 | $458K | Hold |
3,438
| – | – | 0.09% | 79 |
|
|
2017
Q1 | $464K | Hold |
3,438
| – | – | 0.1% | 83 |
|
|
2016
Q4 | $413K | Buy |
3,438
+48
| +1% | +$5.77K | 0.09% | 79 |
|
|
2016
Q3 | $424K | Hold |
3,390
| – | – | 0.1% | 73 |
|
|
2016
Q2 | $469K | Sell |
3,390
-500
| -13% | -$69.2K | 0.11% | 72 |
|
|
2016
Q1 | $490K | Buy |
3,890
+350
| +10% | +$44.1K | 0.12% | 70 |
|
|
2015
Q4 | $449K | Sell |
3,540
-235
| -6% | -$29.8K | 0.11% | 68 |
|
|
2015
Q3 | $436K | Sell |
3,775
-650
| -15% | -$75.1K | 0.11% | 68 |
|
|
2015
Q2 | $460K | Sell |
4,425
-425
| -9% | -$44.2K | 0.11% | 63 |
|
|
2015
Q1 | $535K | Sell |
4,850
-100
| -2% | -$11K | 0.13% | 67 |
|
|
2014
Q4 | $516K | Sell |
4,950
-75
| -1% | -$7.82K | 0.12% | 70 |
|
|
2014
Q3 | $483K | Hold |
5,025
| – | – | 0.11% | 68 |
|
|
2014
Q2 | $459K | Sell |
5,025
-975
| -16% | -$89.1K | 0.11% | 69 |
|
|
2014
Q1 | $528K | Sell |
6,000
-300
| -5% | -$26.4K | 0.14% | 59 |
|
|
2013
Q4 | $584K | Sell |
6,300
-2,950
| -32% | -$273K | 0.15% | 65 |
|
|
2013
Q3 | $756K | Sell |
9,250
-150
| -2% | -$12.3K | 0.21% | 62 |
|
|
2013
Q2 | $782K | Buy |
+9,400
| New | +$782K | 0.23% | 66 |
|