Cerro Pacific Wealth Advisors’s Clorox CLX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,715	Closed	-$212K	–	155
2025 Q3	$212K	Sell	1,715 -277	-14%	-$34.4K	0.06%	153
2025 Q2	$239K	Sell	1,992 -435	-18%	-$58K	0.07%	150
2025 Q1	$394K	Sell	2,427 -11	-0.5%	-$1.68K	0.13%	114
2024 Q4	$397K	Sell	2,438 -26	-1%	-$4.25K	0.13%	116
2024 Q3	$336K	Hold	2,464	–	–	0.13%	116
2024 Q2	$336K	Buy	+2,464	New	+$342K	0.13%	117
2023 Q1	$361K	Buy	2,281 +184	+9%	+$27.6K	0.2%	107
2022 Q4	$294K	Sell	2,097 -92	-4%	-$13.1K	0.16%	133
2022 Q3	$281K	Sell	2,189 -116	-5%	-$16.7K	0.17%	124
2022 Q2	$325K	Sell	2,305 -363	-14%	-$51.9K	0.2%	117
2022 Q1	$371K	Buy	2,668 +33	+1%	+$5.06K	0.23%	101
2021 Q4	$459K	Sell	2,635 -331	-11%	-$55.2K	0.29%	92
2021 Q3	$491K	Sell	2,966 -1,054	-26%	-$182K	0.35%	94
2021 Q2	$723K	Buy	+4,020	New	+$734K	0.54%	59
2020 Q4	$1.07M	Buy	+5,318	New	+$1.1M	0.64%	47