Glassman Wealth 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
Q1 | – | Sell |
-193
| Closed | -$27.5K | – | 533 |
|
|
2023
Q4 | $27.5K | Sell |
193
-116
| -38% | -$15.5K | ﹤0.01% | 618 |
|
|
2023
Q3 | $40.5K | Sell |
309
-11
| -3% | -$1.67K | 0.01% | 470 |
|
|
2023
Q2 | $50.9K | Buy |
320
+25
| +8% | +$4.03K | 0.01% | 408 |
|
|
2023
Q1 | $46.7K | Buy |
295
+13
| +5% | +$1.95K | 0.01% | 424 |
|
|
2022
Q4 | $39.6K | Sell |
282
-13
| -4% | -$1.84K | 0.01% | 475 |
|
|
2022
Q3 | $38K | Buy |
295
+184
| +166% | +$26.6K | 0.01% | 444 |
|
|
2022
Q2 | $16K | Buy |
111
+1
| +0.9% | +$143 | ﹤0.01% | 685 |
|
|
2022
Q1 | $15K | Sell |
110
-79
| -42% | -$12.1K | ﹤0.01% | 714 |
|
|
2021
Q4 | $33K | Buy |
189
+146
| +340% | +$24.3K | 0.01% | 467 |
|
|
2021
Q3 | $7K | Buy |
43
+7
| +19% | +$1.21K | ﹤0.01% | 854 |
|
|
2021
Q2 | $6K | Sell |
36
-1
| -3% | -$183 | ﹤0.01% | 864 |
|
|
2021
Q1 | $7K | Sell |
37
-84
| -69% | -$16.2K | ﹤0.01% | 787 |
|
|
2020
Q4 | $24K | Buy |
121
+19
| +19% | +$3.93K | 0.01% | 479 |
|
|
2020
Q3 | $21K | Buy |
102
+37
| +57% | +$8.24K | 0.01% | 431 |
|
|
2020
Q2 | $14K | Buy |
65
+42
| +183% | +$8.39K | ﹤0.01% | 433 |
|
|
2020
Q1 | $4K | Buy |
23
+15
| +188% | +$2.48K | ﹤0.01% | 541 |
|
|
2019
Q4 | $1K | Sell |
8
-3
| -27% | -$448 | ﹤0.01% | 876 |
|
|
2019
Q3 | $2K | Buy |
11
+3
| +38% | +$474 | ﹤0.01% | 682 |
|
|
2019
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 814 |
|
|
2019
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 775 |
|
|
2018
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 613 |
|
|
2018
Q3 | $1K | Sell |
8
-3
| -27% | -$426 | ﹤0.01% | 660 |
|
|
2018
Q2 | $1K | Buy |
11
+7
| +175% | +$864 | ﹤0.01% | 640 |
|
|
2018
Q1 | $1K | Buy |
+4
| New | +$537 | ﹤0.01% | 595 |
|
|
2017
Q2 | – | Sell |
-150
| Closed | -$20K | – | 558 |
|
|
2017
Q1 | $20K | Hold |
150
| – | – | 0.01% | 255 |
|
|
2016
Q4 | $18K | Buy |
+150
| New | +$17.7K | 0.01% | 282 |
|
|
2016
Q3 | – | Sell |
-150
| Closed | -$21K | – | 486 |
|
|
2016
Q2 | $21K | Hold |
150
| – | – | 0.02% | 215 |
|
|
2016
Q1 | $19K | Hold |
150
| – | – | 0.02% | 221 |
|
|
2015
Q4 | $19K | Hold |
150
| – | – | 0.02% | 234 |
|
|
2015
Q3 | $17K | Hold |
150
| – | – | 0.02% | 238 |
|
|
2015
Q2 | $16K | Hold |
150
| – | – | 0.01% | 253 |
|
|
2015
Q1 | $17K | Hold |
150
| – | – | 0.01% | 242 |
|
|
2014
Q4 | $16K | Buy |
+150
| New | +$15K | 0.01% | 281 |
|
Other funds holding CLX
CIP