Geneos Wealth Management’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Sell |
1,671
-4,264
| -72% | -$512K | ﹤0.01% | 998 |
|
|
2025
Q1 | $874K | Buy |
5,935
+4,377
| +281% | +$645K | 0.01% | 707 |
|
|
2024
Q4 | $253K | Sell |
1,558
-141
| -8% | -$22.9K | 0.01% | 765 |
|
|
2024
Q3 | $277K | Buy |
1,699
+72
| +4% | +$11.7K | 0.01% | 683 |
|
|
2024
Q2 | $222K | Buy |
1,627
+31
| +2% | +$4.23K | 0.01% | 680 |
|
|
2024
Q1 | $244K | Sell |
1,596
-159
| -9% | -$24.3K | 0.01% | 652 |
|
|
2023
Q4 | $250K | Sell |
1,755
-821
| -32% | -$117K | 0.01% | 615 |
|
|
2023
Q3 | $338K | Buy |
2,576
+107
| +4% | +$14K | 0.02% | 549 |
|
|
2023
Q2 | $393K | Buy |
2,469
+186
| +8% | +$29.6K | 0.02% | 507 |
|
|
2023
Q1 | $361K | Sell |
2,283
-151
| -6% | -$23.9K | 0.02% | 507 |
|
|
2022
Q4 | $342K | Sell |
2,434
-22
| -0.9% | -$3.09K | 0.02% | 491 |
|
|
2022
Q3 | $315K | Sell |
2,456
-4,695
| -66% | -$602K | 0.02% | 490 |
|
|
2022
Q2 | $1.03M | Buy |
7,151
+100
| +1% | +$14.4K | 0.05% | 316 |
|
|
2022
Q1 | $980K | Buy |
7,051
+337
| +5% | +$46.8K | 0.04% | 362 |
|
|
2021
Q4 | $1.17M | Sell |
6,714
-116
| -2% | -$20.2K | 0.04% | 356 |
|
|
2021
Q3 | $1.12M | Buy |
6,830
+76
| +1% | +$12.5K | 0.04% | 346 |
|
|
2021
Q2 | $1.21M | Sell |
6,754
-238
| -3% | -$42.7K | 0.05% | 315 |
|
|
2021
Q1 | $1.28M | Buy |
6,992
+67
| +1% | +$12.2K | 0.04% | 367 |
|
|
2020
Q4 | $1.26M | Sell |
6,925
-236
| -3% | -$42.8K | 0.05% | 299 |
|
|
2020
Q3 | $1.51M | Sell |
7,161
-1,379
| -16% | -$292K | 0.08% | 239 |
|
|
2020
Q2 | $1.84M | Buy |
8,540
+31
| +0.4% | +$6.67K | 0.1% | 199 |
|
|
2020
Q1 | $1.48M | Buy |
8,509
+1,041
| +14% | +$181K | 0.1% | 199 |
|
|
2019
Q4 | $1.15M | Hold |
7,468
| – | – | 0.06% | 275 |
|
|
2019
Q3 | $1.14M | Hold |
7,468
| – | – | 0.07% | 250 |
|
|
2019
Q2 | $1.14M | Sell |
7,468
-1
| -0% | -$153 | 0.07% | 249 |
|
|
2019
Q1 | $1.2M | Sell |
7,469
-213
| -3% | -$34.2K | 0.08% | 246 |
|
|
2018
Q4 | $1.18M | Sell |
7,682
-124
| -2% | -$19K | 0.09% | 227 |
|
|
2018
Q3 | $1.17M | Buy |
7,806
+88
| +1% | +$13.2K | 0.08% | 238 |
|
|
2018
Q2 | $1.04M | Buy |
7,718
+58
| +0.8% | +$7.84K | 0.08% | 218 |
|
|
2018
Q1 | $1.02M | Sell |
7,660
-92
| -1% | -$12.2K | 0.09% | 206 |
|
|
2017
Q4 | $1.15M | Buy |
7,752
+10
| +0.1% | +$1.49K | 0.1% | 187 |
|
|
2017
Q3 | $1.02M | Sell |
7,742
-111
| -1% | -$14.6K | 0.1% | 194 |
|
|
2017
Q2 | $1.05M | Buy |
7,853
+9
| +0.1% | +$1.2K | 0.11% | 182 |
|
|
2017
Q1 | $1.06M | Buy |
7,844
+1,108
| +16% | +$149K | 0.11% | 170 |
|
|
2016
Q4 | $808K | Sell |
6,736
-258
| -4% | -$30.9K | 0.11% | 185 |
|
|
2016
Q3 | $875K | Buy |
6,994
+152
| +2% | +$19K | 0.12% | 174 |
|
|
2016
Q2 | $938K | Buy |
6,842
+68
| +1% | +$9.32K | 0.14% | 157 |
|
|
2016
Q1 | $862K | Buy |
+6,774
| New | +$862K | 0.13% | 163 |
|