Cerro Pacific Wealth Advisors’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Sell |
1,992
-435
| -18% | -$52.2K | 0.07% | 150 |
|
|
2025
Q1 | $394K | Sell |
2,427
-11
| -0.5% | -$1.79K | 0.13% | 114 |
|
|
2024
Q4 | $397K | Sell |
2,438
-26
| -1% | -$4.24K | 0.13% | 116 |
|
|
2024
Q3 | $336K | Hold |
2,464
| – | – | 0.13% | 116 |
|
|
2024
Q2 | $336K | Buy |
+2,464
| New | +$336K | 0.13% | 117 |
|
|
2023
Q1 | $361K | Buy |
2,281
+184
| +9% | +$29.1K | 0.2% | 107 |
|
|
2022
Q4 | $294K | Sell |
2,097
-92
| -4% | -$12.9K | 0.16% | 133 |
|
|
2022
Q3 | $281K | Sell |
2,189
-116
| -5% | -$14.9K | 0.17% | 124 |
|
|
2022
Q2 | $325K | Sell |
2,305
-363
| -14% | -$51.2K | 0.2% | 117 |
|
|
2022
Q1 | $371K | Buy |
2,668
+33
| +1% | +$4.59K | 0.23% | 101 |
|
|
2021
Q4 | $459K | Sell |
2,635
-331
| -11% | -$57.7K | 0.29% | 92 |
|
|
2021
Q3 | $491K | Sell |
2,966
-1,054
| -26% | -$174K | 0.35% | 94 |
|
|
2021
Q2 | $723K | Buy |
+4,020
| New | +$723K | 0.54% | 59 |
|
|
2020
Q4 | $1.07M | Buy |
+5,318
| New | +$1.07M | 0.64% | 47 |
|