FMWA
Forvis Mazars Wealth Advisors’s Clorox CLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,475
| Closed | -$298K | – | 295 |
|
|
2020
Q4 | $298K | Buy |
1,475
+330
| +29% | +$66.7K | 0.01% | 290 |
|
|
2020
Q3 | $241K | Buy |
1,145
+21
| +2% | +$4.42K | 0.01% | 281 |
|
|
2020
Q2 | $247K | Sell |
1,124
-51
| -4% | -$11.2K | 0.02% | 272 |
|
|
2020
Q1 | $204K | Buy |
+1,175
| New | +$204K | 0.02% | 271 |
|
|
2019
Q3 | – | Sell |
-1,422
| Closed | -$218K | – | 262 |
|
|
2019
Q2 | $218K | Sell |
1,422
-158
| -10% | -$24.2K | 0.02% | 243 |
|
|
2019
Q1 | $254K | Buy |
1,580
+64
| +4% | +$10.3K | 0.02% | 225 |
|
|
2018
Q4 | $234K | Sell |
1,516
-15
| -1% | -$2.32K | 0.02% | 205 |
|
|
2018
Q3 | $230K | Sell |
1,531
-159
| -9% | -$23.9K | 0.02% | 211 |
|
|
2018
Q2 | $229K | Sell |
1,690
-1,799
| -52% | -$244K | 0.02% | 214 |
|
|
2018
Q1 | $464K | Sell |
3,489
-136
| -4% | -$18.1K | 0.05% | 154 |
|
|
2017
Q4 | $539K | Sell |
3,625
-757
| -17% | -$113K | 0.05% | 140 |
|
|
2017
Q3 | $578K | Buy |
4,382
+36
| +0.8% | +$4.75K | 0.06% | 123 |
|
|
2017
Q2 | $579K | Buy |
4,346
+17
| +0.4% | +$2.27K | 0.07% | 125 |
|
|
2017
Q1 | $584K | Sell |
4,329
-198
| -4% | -$26.7K | 0.07% | 113 |
|
|
2016
Q4 | $543K | Buy |
4,527
+161
| +4% | +$19.3K | 0.07% | 113 |
|
|
2016
Q3 | $547K | Sell |
4,366
-104
| -2% | -$13K | 0.08% | 108 |
|
|
2016
Q2 | $619K | Buy |
4,470
+3
| +0.1% | +$415 | 0.09% | 99 |
|
|
2016
Q1 | $563K | Sell |
4,467
-8
| -0.2% | -$1.01K | 0.09% | 101 |
|
|
2015
Q4 | $568K | Buy |
4,475
+13
| +0.3% | +$1.65K | 0.09% | 100 |
|
|
2015
Q3 | $515K | Sell |
4,462
-286
| -6% | -$33K | 0.09% | 102 |
|
|
2015
Q2 | $494K | Sell |
4,748
-219
| -4% | -$22.8K | 0.07% | 109 |
|
|
2015
Q1 | $548K | Sell |
4,967
-474
| -9% | -$52.3K | 0.08% | 103 |
|
|
2014
Q4 | $567K | Sell |
5,441
-877
| -14% | -$91.4K | 0.09% | 91 |
|
|
2014
Q3 | $607K | Buy |
6,318
+1,089
| +21% | +$105K | 0.1% | 81 |
|
|
2014
Q2 | $478K | Sell |
5,229
-1,562
| -23% | -$143K | 0.08% | 93 |
|
|
2014
Q1 | $598K | Buy |
6,791
+885
| +15% | +$77.9K | 0.11% | 96 |
|
|
2013
Q4 | $548K | Sell |
5,906
-2,792
| -32% | -$259K | 0.1% | 105 |
|
|
2013
Q3 | $711K | Sell |
8,698
-60
| -0.7% | -$4.91K | 0.15% | 89 |
|
|
2013
Q2 | $728K | Buy |
+8,758
| New | +$728K | 0.58% | 51 |
|