CWP
Concord Wealth Partners’s Clorox CLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $840 | Hold |
7
| – | – | ﹤0.01% | 766 |
|
|
2025
Q1 | $1.03K | Hold |
7
| – | – | ﹤0.01% | 728 |
|
|
2024
Q4 | $1.14K | Hold |
7
| – | – | ﹤0.01% | 778 |
|
|
2024
Q3 | $1.14K | Hold |
7
| – | – | ﹤0.01% | 812 |
|
|
2024
Q2 | $955 | Hold |
7
| – | – | ﹤0.01% | 729 |
|
|
2024
Q1 | $1.07K | Hold |
7
| – | – | ﹤0.01% | 787 |
|
|
2023
Q4 | $998 | Hold |
7
| – | – | ﹤0.01% | 759 |
|
|
2023
Q3 | $917 | Hold |
7
| – | – | ﹤0.01% | 951 |
|
|
2023
Q2 | $1.11K | Hold |
7
| – | – | ﹤0.01% | 939 |
|
|
2023
Q1 | $1.11K | Hold |
7
| – | – | ﹤0.01% | 888 |
|
|
2022
Q4 | $982 | Buy |
+7
| New | +$982 | ﹤0.01% | 1065 |
|
|
2022
Q3 | – | Sell |
-27
| Closed | -$4K | – | 325 |
|
|
2022
Q2 | $4K | Hold |
27
| – | – | ﹤0.01% | 859 |
|
|
2022
Q1 | $4K | Hold |
27
| – | – | ﹤0.01% | 946 |
|
|
2021
Q4 | $5K | Buy |
27
+20
| +286% | +$3.7K | ﹤0.01% | 930 |
|
|
2021
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 812 |
|
|
2021
Q2 | $1K | Sell |
7
-11
| -61% | -$1.57K | ﹤0.01% | 952 |
|
|
2021
Q1 | $3K | Sell |
18
-17
| -49% | -$2.83K | ﹤0.01% | 749 |
|
|
2020
Q4 | $7K | Buy |
+35
| New | +$7K | 0.01% | 384 |
|