EWA
EP Wealth Advisors’s Clorox CLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $838K | Sell |
6,981
-122
| -2% | -$14.6K | 0.01% | 616 |
|
|
2025
Q1 | $1.05M | Buy |
7,103
+243
| +4% | +$35.8K | 0.01% | 489 |
|
|
2024
Q4 | $1.11M | Buy |
6,860
+378
| +6% | +$61.4K | 0.01% | 473 |
|
|
2024
Q3 | $1.06M | Buy |
6,482
+739
| +13% | +$120K | 0.01% | 483 |
|
|
2024
Q2 | $784K | Sell |
5,743
-606
| -10% | -$82.7K | 0.01% | 431 |
|
|
2024
Q1 | $972K | Sell |
6,349
-461
| -7% | -$70.6K | 0.01% | 382 |
|
|
2023
Q4 | $971K | Buy |
6,810
+263
| +4% | +$37.5K | 0.01% | 367 |
|
|
2023
Q3 | $858K | Sell |
6,547
-36,143
| -85% | -$4.74M | 0.01% | 363 |
|
|
2023
Q2 | $927K | Buy |
42,690
+3,278
| +8% | +$71.2K | 0.01% | 352 |
|
|
2023
Q1 | $2.96M | Buy |
39,412
+33,232
| +538% | +$2.5M | 0.05% | 192 |
|
|
2022
Q4 | $867K | Buy |
+6,180
| New | +$867K | 0.02% | 304 |
|
|
2022
Q3 | – | Sell |
-5,813
| Closed | -$819K | – | 385 |
|
|
2022
Q2 | $819K | Sell |
5,813
-262
| -4% | -$36.9K | 0.02% | 285 |
|
|
2022
Q1 | $845K | Sell |
6,075
-173
| -3% | -$24.1K | 0.02% | 295 |
|
|
2021
Q4 | $1.09M | Sell |
6,248
-2,230
| -26% | -$389K | 0.03% | 248 |
|
|
2021
Q3 | $1.4M | Buy |
8,478
+1,032
| +14% | +$171K | 0.04% | 202 |
|
|
2021
Q2 | $1.34M | Buy |
7,446
+11
| +0.1% | +$1.98K | 0.04% | 217 |
|
|
2021
Q1 | $1.43M | Sell |
7,435
-286
| -4% | -$55.2K | 0.05% | 199 |
|
|
2020
Q4 | $1.56M | Buy |
7,721
+135
| +2% | +$27.3K | 0.05% | 146 |
|
|
2020
Q3 | $1.59M | Sell |
7,586
-555
| -7% | -$117K | 0.07% | 127 |
|
|
2020
Q2 | $1.79M | Sell |
8,141
-567
| -7% | -$124K | 0.08% | 126 |
|
|
2020
Q1 | $1.51M | Sell |
8,708
-5,597
| -39% | -$970K | 0.07% | 132 |
|
|
2019
Q4 | $2.2M | Buy |
14,305
+1,225
| +9% | +$188K | 0.09% | 129 |
|
|
2019
Q3 | $1.99M | Buy |
13,080
+319
| +2% | +$48.4K | 0.1% | 104 |
|
|
2019
Q2 | $1.95M | Buy |
12,761
+568
| +5% | +$87K | 0.12% | 87 |
|
|
2019
Q1 | $1.96M | Buy |
12,193
+400
| +3% | +$64.2K | 0.19% | 76 |
|
|
2018
Q4 | $1.82M | Sell |
11,793
-190
| -2% | -$29.3K | 0.14% | 88 |
|
|
2018
Q3 | $1.8M | Buy |
+11,983
| New | +$1.8M | 0.14% | 80 |
|