Everhart Financial Group’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $230K | Sell |
1,918
-800
| -29% | -$96.1K | 0.03% | 319 |
|
2025
Q1 | $400K | Buy |
2,718
+163
| +6% | +$24K | 0.05% | 240 |
|
2024
Q4 | $415K | Buy |
2,555
+526
| +26% | +$85.4K | 0.09% | 213 |
|
2024
Q3 | $331K | Buy |
+2,029
| New | +$331K | 0.07% | 246 |
|
2023
Q4 | – | Sell |
-1,624
| Closed | -$213K | – | 243 |
|
2023
Q3 | $213K | Sell |
1,624
-522
| -24% | -$68.4K | 0.09% | 195 |
|
2023
Q2 | $341K | Buy |
2,146
+226
| +12% | +$35.9K | 0.14% | 143 |
|
2023
Q1 | $304K | Buy |
1,920
+132
| +7% | +$20.9K | 0.14% | 136 |
|
2022
Q4 | $251K | Buy |
1,788
+111
| +7% | +$15.6K | 0.13% | 141 |
|
2022
Q3 | $216K | Buy |
+1,677
| New | +$216K | 0.12% | 173 |
|