DWM
Destination Wealth Management’s Clorox CLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,591
| Closed | -$365K | – | 190 |
|
|
2022
Q2 | $365K | Sell |
2,591
-209
| -7% | -$29.4K | 0.01% | 155 |
|
|
2022
Q1 | $389K | Sell |
2,800
-2,986
| -52% | -$415K | 0.01% | 144 |
|
|
2021
Q4 | $1.01M | Sell |
5,786
-106,399
| -95% | -$18.6M | 0.04% | 117 |
|
|
2021
Q3 | $18.6M | Buy |
112,185
+2,535
| +2% | +$420K | 0.72% | 53 |
|
|
2021
Q2 | $19.7M | Buy |
109,650
+4,720
| +4% | +$849K | 0.76% | 49 |
|
|
2021
Q1 | $20.2M | Buy |
104,930
+5,584
| +6% | +$1.08M | 0.84% | 40 |
|
|
2020
Q4 | $20.1M | Buy |
99,346
+1,934
| +2% | +$391K | 0.87% | 38 |
|
|
2020
Q3 | $20.5M | Sell |
97,412
-1,823
| -2% | -$383K | 1.04% | 32 |
|
|
2020
Q2 | $21.8M | Buy |
99,235
+60,532
| +156% | +$13.3M | 1.18% | 29 |
|
|
2020
Q1 | $6.71M | Buy |
38,703
+1,275
| +3% | +$221K | 0.41% | 55 |
|
|
2019
Q4 | $5.75M | Buy |
37,428
+1,936
| +5% | +$297K | 0.29% | 60 |
|
|
2019
Q3 | $5.39M | Buy |
35,492
+1,193
| +3% | +$181K | 0.29% | 61 |
|
|
2019
Q2 | $5.25M | Sell |
34,299
-891
| -3% | -$136K | 0.29% | 60 |
|
|
2019
Q1 | $5.65M | Sell |
35,190
-2,020
| -5% | -$324K | 0.32% | 59 |
|
|
2018
Q4 | $5.74M | Sell |
37,210
-2,853
| -7% | -$440K | 0.35% | 57 |
|
|
2018
Q3 | $6.03M | Buy |
40,063
+359
| +0.9% | +$54K | 0.34% | 58 |
|
|
2018
Q2 | $5.37M | Buy |
39,704
+634
| +2% | +$85.7K | 0.32% | 57 |
|
|
2018
Q1 | $5.2M | Buy |
39,070
+2,333
| +6% | +$311K | 0.32% | 59 |
|
|
2017
Q4 | $5.46M | Buy |
36,737
+894
| +2% | +$133K | 0.33% | 58 |
|
|
2017
Q3 | $4.73M | Buy |
35,843
+2,659
| +8% | +$351K | 0.3% | 62 |
|
|
2017
Q2 | $4.42M | Buy |
33,184
+2,959
| +10% | +$394K | 0.29% | 67 |
|
|
2017
Q1 | $4.08M | Buy |
30,225
+3,716
| +14% | +$501K | 0.28% | 62 |
|
|
2016
Q4 | $3.18M | Buy |
26,509
+5,664
| +27% | +$680K | 0.23% | 66 |
|
|
2016
Q3 | $2.61M | Buy |
20,845
+2,653
| +15% | +$332K | 0.2% | 68 |
|
|
2016
Q2 | $2.52M | Buy |
18,192
+11,342
| +166% | +$1.57M | 0.21% | 62 |
|
|
2016
Q1 | $869K | Hold |
6,850
| – | – | 0.08% | 87 |
|
|
2015
Q4 | $869K | Buy |
6,850
+628
| +10% | +$79.7K | 0.08% | 87 |
|
|
2015
Q3 | $719K | Buy |
6,222
+956
| +18% | +$110K | 0.08% | 77 |
|
|
2015
Q2 | $548K | Buy |
5,266
+2,148
| +69% | +$224K | 0.04% | 166 |
|
|
2015
Q1 | $344K | Buy |
3,118
+677
| +28% | +$74.7K | 0.04% | 93 |
|
|
2014
Q4 | $254K | Buy |
+2,441
| New | +$254K | 0.03% | 106 |
|
|
2014
Q3 | – | Sell |
-2,570
| Closed | -$235K | – | 135 |
|
|
2014
Q2 | $235K | Buy |
+2,570
| New | +$235K | 0.02% | 123 |
|