GWAM
Guardian Wealth Advisors (Minnesota)’s Clorox CLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Sell |
2,467
-373
| -13% | -$44.8K | 0.18% | 55 |
|
|
2025
Q1 | $418K | Sell |
2,840
-393
| -12% | -$57.9K | 0.27% | 47 |
|
|
2024
Q4 | $525K | Sell |
3,233
-62
| -2% | -$10.1K | 0.34% | 42 |
|
|
2024
Q3 | $537K | Sell |
3,295
-522
| -14% | -$85K | 0.33% | 42 |
|
|
2024
Q2 | $521K | Sell |
3,817
-22
| -0.6% | -$3K | 0.34% | 45 |
|
|
2024
Q1 | $588K | Sell |
3,839
-19
| -0.5% | -$2.91K | 0.38% | 42 |
|
|
2023
Q4 | $550K | Sell |
3,858
-156
| -4% | -$22.2K | 0.38% | 39 |
|
|
2023
Q3 | $526K | Sell |
4,014
-90
| -2% | -$11.8K | 0.4% | 36 |
|
|
2023
Q2 | $653K | Sell |
4,104
-209
| -5% | -$33.2K | 0.48% | 30 |
|
|
2023
Q1 | $682K | Buy |
4,313
+21
| +0.5% | +$3.32K | 0.53% | 26 |
|
|
2022
Q4 | $602K | Buy |
4,292
+331
| +8% | +$46.5K | 0.53% | 26 |
|
|
2022
Q3 | $509K | Buy |
3,961
+18
| +0.5% | +$2.31K | 0.49% | 31 |
|
|
2022
Q2 | $556K | Buy |
3,943
+59
| +2% | +$8.32K | 0.51% | 32 |
|
|
2022
Q1 | $540K | Sell |
3,884
-29
| -0.7% | -$4.03K | 0.44% | 39 |
|
|
2021
Q4 | $682K | Sell |
3,913
-4
| -0.1% | -$697 | 0.55% | 28 |
|
|
2021
Q3 | $649K | Buy |
3,917
+21
| +0.5% | +$3.48K | 0.58% | 26 |
|
|
2021
Q2 | $701K | Buy |
3,896
+29
| +0.7% | +$5.22K | 0.61% | 25 |
|
|
2021
Q1 | $746K | Sell |
3,867
-38
| -1% | -$7.33K | 0.69% | 24 |
|
|
2020
Q4 | $788K | Buy |
+3,905
| New | +$788K | 0.78% | 22 |
|