Dakota Wealth Management’s Clorox CLX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.4M Buy
11,659
+7
+0.1% +$840 0.03% 330
2025
Q1
$1.72M Sell
11,652
-244
-2% -$35.9K 0.04% 281
2024
Q4
$1.93M Sell
11,896
-1,843
-13% -$299K 0.04% 266
2024
Q3
$2.24M Buy
13,739
+1,829
+15% +$298K 0.05% 255
2024
Q2
$1.63M Buy
11,910
+201
+2% +$27.4K 0.04% 287
2024
Q1
$1.79M Buy
11,709
+10,125
+639% +$1.55M 0.04% 279
2023
Q4
$226K Sell
1,584
-1,058
-40% -$151K 0.01% 577
2023
Q3
$346K Buy
2,642
+440
+20% +$57.7K 0.02% 467
2023
Q2
$350K Buy
2,202
+912
+71% +$145K 0.02% 446
2023
Q1
$204K Sell
1,290
-175
-12% -$27.7K 0.01% 559
2022
Q4
$206K Buy
+1,465
New +$206K 0.01% 541
2020
Q1
Sell
-6,939
Closed -$1.07M 268
2019
Q4
$1.07M Sell
6,939
-168
-2% -$25.8K 0.17% 119
2019
Q3
$1.08M Sell
7,107
-32
-0.4% -$4.86K 0.19% 111
2019
Q2
$1.09M Sell
7,139
-909
-11% -$139K 0.21% 104
2019
Q1
$1.29M Sell
8,048
-2,778
-26% -$446K 0.26% 95
2018
Q4
$1.63M Hold
10,826
0.37% 68
2018
Q3
$1.63M Sell
10,826
-123
-1% -$18.5K 0.37% 69
2018
Q2
$1.48M Sell
10,949
-325
-3% -$44K 0.41% 61
2018
Q1
$1.5M Sell
11,274
-335
-3% -$44.6K 0.77% 31
2017
Q4
$1.73M Sell
11,609
-486
-4% -$72.3K 0.92% 28
2017
Q3
$1.6M Sell
12,095
-115
-0.9% -$15.2K 0.86% 30
2017
Q2
$1.63M Buy
12,210
+4,404
+56% +$587K 0.9% 26
2017
Q1
$1.05M Buy
+7,806
New +$1.05M 0.61% 33