Evermay Wealth Management’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $31.6K | Sell |
390
-70
| -15% | -$6.73K | ﹤0.01% | 391 |
|
|
2026
Q2 | $43.9K | Sell |
460
-270
| -37% | -$25.9K | ﹤0.01% | 370 |
|
|
2026
Q1 | $75.6K | Sell |
730
-225
| -24% | -$25.5K | 0.01% | 281 |
|
|
2025
Q4 | $96.3K | Buy |
955
+210
| +28% | +$22.8K | 0.01% | 261 |
|
|
2025
Q3 | $91.8K | Buy |
745
+50
| +7% | +$6.21K | 0.01% | 274 |
|
|
2025
Q2 | $83.4K | Sell |
695
-100
| -13% | -$13.3K | 0.01% | 283 |
|
|
2025
Q1 | $117K | Sell |
795
-100
| -11% | -$15.3K | 0.02% | 240 |
|
|
2024
Q4 | $145K | Buy |
895
+150
| +20% | +$24.5K | 0.02% | 219 |
|
|
2024
Q3 | $121K | Sell |
745
-8
| -1% | -$1.18K | 0.02% | 248 |
|
|
2024
Q2 | $103K | Hold |
753
| – | – | 0.02% | 267 |
|
|
2024
Q1 | $115K | Buy |
753
+2
| +0.3% | +$299 | 0.02% | 261 |
|
|
2023
Q4 | $107K | Buy |
751
+3
| +0.4% | +$400 | 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% | +$1.15K | 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% | -$102K | 0.02% | 201 |
|
|
2021
Q2 | $239K | Sell |
1,330
-650
| -33% | -$119K | 0.04% | 159 |
|
|
2021
Q1 | $382K | Sell |
1,980
-100
| -5% | -$19.2K | 0.08% | 117 |
|
|
2020
Q4 | $420K | Hold |
2,080
| – | – | 0.09% | 103 |
|
|
2020
Q3 | $437K | Hold |
2,080
| – | – | 0.11% | 89 |
|
|
2020
Q2 | $456K | Buy |
2,080
+325
| +19% | +$64.9K | 0.12% | 80 |
|
|
2020
Q1 | $304K | Buy |
1,755
+40
| +2% | +$6.61K | 0.09% | 101 |
|
|
2019
Q4 | $263K | Buy |
1,715
+350
| +26% | +$52.3K | 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 | +$194K | 0.06% | 143 |
|
|
2018
Q1 | – | Sell |
-1,840
| Closed | -$274K | – | 138 |
|
|
2017
Q4 | $274K | Buy |
+1,840
| New | +$250K | 0.1% | 110 |
|
Other funds holding CLX
Evermay Wealth Management's CLX Position: Q3 2026 in Review
Evermay Wealth Management reduced its Clorox (CLX) stake by 15% in Q3 2026, selling an estimated $6.73K and leaving 390 shares worth $31.6K. The position accounts for ﹤0.01% of the portfolio, ranked #391.
Evermay Wealth Management first reported a position in CLX in Q4 2017 and has held it in 34 quarters since. The position peaked at $456K in Q2 2020. 587 funds tracked by Wall St. Rank hold CLX as of Q3 2026.
- Evermay Wealth Management held 390 shares of Clorox worth $31.6K as of Q3 2026.
- Evermay Wealth Management sold 70 Clorox shares in Q3 2026, an estimated $6.73K.
- Clorox made up ﹤0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #391 holding.
- Evermay Wealth Management first reported a position in Clorox in Q4 2017 and has held it in 34 quarters since.
- Evermay Wealth Management's Clorox position peaked at $456K in Q2 2020.
- 587 funds tracked by Wall St. Rank held Clorox as of Q3 2026.
Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.