First Personal Financial Services’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $5.22M | Sell |
32,056
-1,674
| -5% | -$248K | 1.1% | 36 |
|
|
2024
Q2 | $4.6M | Buy |
33,730
+1,423
| +4% | +$198K | 1.04% | 38 |
|
|
2024
Q1 | $4.95M | Sell |
32,307
-83
| -0.3% | -$12.4K | 1.15% | 36 |
|
|
2023
Q4 | $4.62M | Sell |
32,390
-128
| -0.4% | -$17.1K | 1.12% | 36 |
|
|
2023
Q3 | $4.26M | Buy |
32,518
+1,397
| +4% | +$212K | 1.11% | 37 |
|
|
2023
Q2 | $4.95M | Sell |
31,121
-337
| -1% | -$54.4K | 1.23% | 35 |
|
|
2023
Q1 | $4.98M | Buy |
31,458
+756
| +2% | +$113K | 1.29% | 32 |
|
|
2022
Q4 | $4.31M | Buy |
30,702
+77
| +0.3% | +$10.9K | 1.17% | 36 |
|
|
2022
Q3 | $3.93M | Buy |
30,625
+723
| +2% | +$104K | 1.14% | 36 |
|
|
2022
Q2 | $4.22M | Sell |
29,902
-2,172
| -7% | -$310K | 1.18% | 38 |
|
|
2022
Q1 | $4.46M | Buy |
32,074
+957
| +3% | +$147K | 1.04% | 38 |
|
|
2021
Q4 | $5.43M | Buy |
31,117
+742
| +2% | +$124K | 1.21% | 36 |
|
|
2021
Q3 | $5.03M | Buy |
30,375
+5,685
| +23% | +$979K | 1.25% | 36 |
|
|
2021
Q2 | $4.44M | Buy |
24,690
+1,453
| +6% | +$265K | 1.13% | 40 |
|
|
2021
Q1 | $4.48M | Sell |
23,237
-499
| -2% | -$96.1K | 1.23% | 37 |
|
|
2020
Q4 | $4.79M | Sell |
23,736
-257
| -1% | -$53.2K | 1.37% | 34 |
|
|
2020
Q3 | $5.04M | Sell |
23,993
-1,305
| -5% | -$291K | 1.6% | 25 |
|
|
2020
Q2 | $5.55M | Sell |
25,298
-594
| -2% | -$119K | 1.9% | 18 |
|
|
2020
Q1 | $4.49M | Sell |
25,892
-1,737
| -6% | -$287K | 1.73% | 22 |
|
|
2019
Q4 | $4.24M | Sell |
27,629
-874
| -3% | -$131K | 1.38% | 33 |
|
|
2019
Q3 | $4.33M | Buy |
28,503
+32
| +0.1% | +$5.06K | 1.34% | 31 |
|
|
2019
Q2 | $4.36M | Buy |
28,471
+2,030
| +8% | +$310K | 1.24% | 32 |
|
|
2019
Q1 | $4.24M | Buy |
26,441
+85
| +0.3% | +$13.2K | 1.29% | 29 |
|
|
2018
Q4 | $4.06M | Sell |
26,356
-167
| -0.6% | -$26K | 1.4% | 24 |
|
|
2018
Q3 | $3.99M | Sell |
26,523
-981
| -4% | -$139K | 1.26% | 27 |
|
|
2018
Q2 | $3.72M | Buy |
27,504
+1,535
| +6% | +$189K | 1.24% | 27 |
|
|
2018
Q1 | $3.46M | Sell |
25,969
-2,248
| -8% | -$302K | 0.76% | 44 |
|
|
2017
Q4 | $4.2M | Sell |
28,217
-808
| -3% | -$110K | 0.82% | 43 |
|
|
2017
Q3 | $3.83M | Sell |
29,025
-347
| -1% | -$46.6K | 0.81% | 45 |
|
|
2017
Q2 | $3.91M | Sell |
29,372
-342
| -1% | -$46.1K | 0.86% | 43 |
|
|
2017
Q1 | $4.01M | Buy |
29,714
+110
| +0.4% | +$14.2K | 0.96% | 34 |
|
|
2016
Q4 | $3.55M | Buy |
29,604
+347
| +1% | +$40.9K | 0.94% | 35 |
|
|
2016
Q3 | $3.66M | Buy |
29,257
+11,131
| +61% | +$1.46M | 1.07% | 35 |
|
|
2016
Q2 | $2.51M | Sell |
18,126
-116
| -0.6% | -$15K | 0.86% | 44 |
|
|
2016
Q1 | $2.3M | Sell |
18,242
-327
| -2% | -$41.6K | 1.14% | 33 |
|
|
2015
Q4 | $2.35M | Sell |
18,569
-33
| -0.2% | -$4.1K | 1.33% | 24 |
|
|
2015
Q3 | $2.15M | Buy |
18,602
+416
| +2% | +$46.7K | 1.29% | 26 |
|
|
2015
Q2 | $1.89M | Buy |
18,186
+1,175
| +7% | +$127K | 1.13% | 31 |
|
|
2015
Q1 | $1.88M | Sell |
17,011
-220
| -1% | -$23.9K | 1.14% | 28 |
|
|
2014
Q4 | $1.79M | Buy |
+17,231
| New | +$1.72M | 1.05% | 28 |
|
Other funds holding CLX
First Personal Financial Services's CLX Position: Q3 2024 in Review
First Personal Financial Services reduced its Clorox (CLX) stake by 5% in Q3 2024, selling an estimated $248K and leaving 32,056 shares worth $5.22M. The position accounts for 1.1% of the portfolio, ranked #36.
First Personal Financial Services first reported a position in CLX in Q4 2014 and has held it in 40 quarters since. The position peaked at $5.55M in Q2 2020. 1,151 funds tracked by Wall St. Rank hold CLX as of Q3 2024.
- First Personal Financial Services held 32,056 shares of Clorox worth $5.22M as of Q3 2024.
- First Personal Financial Services sold 1,674 Clorox shares in Q3 2024, an estimated $248K.
- Clorox made up 1.1% of First Personal Financial Services's portfolio in Q3 2024, its #36 holding.
- First Personal Financial Services first reported a position in Clorox in Q4 2014 and has held it in 40 quarters since.
- First Personal Financial Services's Clorox position peaked at $5.55M in Q2 2020.
- 1,151 funds tracked by Wall St. Rank held Clorox as of Q3 2024.
Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.