EWM
Evermay Wealth Management’s Clorox CLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $83.4K | Sell |
695
-100
| -13% | -$12K | 0.01% | 283 |
|
|
2025
Q1 | $117K | Sell |
795
-100
| -11% | -$14.7K | 0.02% | 240 |
|
|
2024
Q4 | $145K | Buy |
895
+150
| +20% | +$24.4K | 0.02% | 219 |
|
|
2024
Q3 | $121K | Sell |
745
-8
| -1% | -$1.3K | 0.02% | 248 |
|
|
2024
Q2 | $103K | Hold |
753
| – | – | 0.02% | 267 |
|
|
2024
Q1 | $115K | Buy |
753
+2
| +0.3% | +$306 | 0.02% | 261 |
|
|
2023
Q4 | $107K | Buy |
751
+3
| +0.4% | +$428 | 0.02% | 253 |
|
|
2023
Q3 | $98K | Hold |
748
| – | – | 0.02% | 240 |
|
|
2023
Q2 | $119K | Hold |
748
| – | – | 0.02% | 225 |
|
|
2023
Q1 | $118K | Hold |
748
| – | – | 0.02% | 219 |
|
|
2022
Q4 | $105K | Hold |
748
| – | – | 0.02% | 223 |
|
|
2022
Q3 | $96K | Buy |
748
+8
| +1% | +$1.03K | 0.02% | 221 |
|
|
2022
Q2 | $104K | Hold |
740
| – | – | 0.02% | 214 |
|
|
2022
Q1 | $103K | Hold |
740
| – | – | 0.02% | 249 |
|
|
2021
Q4 | $129K | Hold |
740
| – | – | 0.02% | 202 |
|
|
2021
Q3 | $123K | Sell |
740
-590
| -44% | -$98.1K | 0.02% | 201 |
|
|
2021
Q2 | $239K | Sell |
1,330
-650
| -33% | -$117K | 0.04% | 159 |
|
|
2021
Q1 | $382K | Sell |
1,980
-100
| -5% | -$19.3K | 0.08% | 117 |
|
|
2020
Q4 | $420K | Hold |
2,080
| – | – | 0.09% | 102 |
|
|
2020
Q3 | $437K | Hold |
2,080
| – | – | 0.11% | 89 |
|
|
2020
Q2 | $456K | Buy |
2,080
+325
| +19% | +$71.3K | 0.12% | 80 |
|
|
2020
Q1 | $304K | Buy |
1,755
+40
| +2% | +$6.93K | 0.09% | 101 |
|
|
2019
Q4 | $263K | Buy |
1,715
+350
| +26% | +$53.7K | 0.06% | 135 |
|
|
2019
Q3 | $207K | Hold |
1,365
| – | – | 0.06% | 142 |
|
|
2019
Q2 | $209K | Hold |
1,365
| – | – | 0.06% | 141 |
|
|
2019
Q1 | $219K | Hold |
1,365
| – | – | 0.06% | 138 |
|
|
2018
Q4 | $210K | Hold |
1,365
| – | – | 0.07% | 125 |
|
|
2018
Q3 | $205K | Buy |
+1,365
| New | +$205K | 0.06% | 143 |
|
|
2018
Q1 | – | Sell |
-1,840
| Closed | -$274K | – | 138 |
|
|
2017
Q4 | $274K | Buy |
+1,840
| New | +$274K | 0.1% | 110 |
|