Empirical Wealth Management’s Clorox CLX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,045
Closed -$279K 573
2024
Q2
$279K Hold
2,045
0.01% 468
2024
Q1
$313K Sell
2,045
-251
-11% -$38.4K 0.01% 432
2023
Q4
$327K Sell
2,296
-253
-10% -$36.1K 0.01% 381
2023
Q3
$334K Buy
2,549
+159
+7% +$20.8K 0.01% 352
2023
Q2
$380K Sell
2,390
-64
-3% -$10.2K 0.02% 343
2023
Q1
$388K Buy
2,454
+25
+1% +$3.96K 0.02% 357
2022
Q4
$341K Hold
2,429
0.02% 363
2022
Q3
$312K Sell
2,429
-490
-17% -$62.9K 0.02% 367
2022
Q2
$411K Buy
2,919
+185
+7% +$26K 0.02% 332
2022
Q1
$380K Sell
2,734
-435
-14% -$60.5K 0.02% 363
2021
Q4
$553K Sell
3,169
-562
-15% -$98.1K 0.03% 326
2021
Q3
$618K Sell
3,731
-1,067
-22% -$177K 0.04% 260
2021
Q2
$863K Buy
4,798
+495
+12% +$89K 0.05% 207
2021
Q1
$830K Buy
4,303
+1,682
+64% +$324K 0.07% 183
2020
Q4
$529K Sell
2,621
-40
-2% -$8.07K 0.04% 242
2020
Q3
$559K Sell
2,661
-339
-11% -$71.2K 0.05% 195
2020
Q2
$658K Sell
3,000
-63
-2% -$13.8K 0.06% 173
2020
Q1
$531K Buy
3,063
+860
+39% +$149K 0.06% 174
2019
Q4
$338K Buy
+2,203
New +$338K 0.04% 238