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Compass Wealth Management’s Clorox CLX Stock Holding History

Compass Wealth Management’s Portfolio CLX Stock Details CLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-200
Closed -$29.4K – 196
2025
Q1 		$29.4K Hold
200
– – 0.01% 300
2024
Q4 		$32.5K Hold
200
– – 0.01% 288
2024
Q3 		$32.6K Hold
200
– – 0.01% 291
2024
Q2 		$27.3K Hold
200
– – 0.01% 307
2024
Q1 		$30.6K Hold
200
– – 0.01% 290
2023
Q4 		$28.5K Hold
200
– – 0.01% 289
2023
Q3 		$26.2K Sell
200
-75
-27% -$11.4K 0.01% 292
2023
Q2 		$43.7K Hold
275
– – 0.01% 251
2023
Q1 		$43.5K Hold
275
– – 0.01% 249
2022
Q4 		$38.6K Buy
+275
New +$39K 0.01% 259

Other funds holding CLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Compass Wealth Management's CLX Position: Q2 2025 in Review

Compass Wealth Management sold out of Clorox (CLX) in Q2 2025, closing a stake of 200 shares — an estimated $29.4K sold.

Compass Wealth Management first reported a position in CLX in Q4 2022 and held it in 10 quarters. The position peaked at $43.7K in Q2 2023. 1,125 funds tracked by Wall St. Rank hold CLX as of Q2 2025.

  • Compass Wealth Management reported no remaining Clorox position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 200 Clorox shares in Q2 2025, an estimated $29.4K.
  • Compass Wealth Management first reported a position in Clorox in Q4 2022 and held it in 10 quarters.
  • Compass Wealth Management's Clorox position peaked at $43.7K in Q2 2023.
  • 1,125 funds tracked by Wall St. Rank held Clorox as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.