HWA
HCR Wealth Advisors’s Clorox CLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $571K | Sell |
4,752
-1,970
| -29% | -$237K | 0.07% | 130 |
|
|
2025
Q1 | $990K | Sell |
6,722
-148
| -2% | -$21.8K | 0.13% | 102 |
|
|
2024
Q4 | $1.12M | Buy |
6,870
+68
| +1% | +$11K | 0.14% | 94 |
|
|
2024
Q3 | $1.11M | Buy |
6,802
+8
| +0.1% | +$1.3K | 0.15% | 95 |
|
|
2024
Q2 | $927K | Sell |
6,794
-1,180
| -15% | -$161K | 0.13% | 100 |
|
|
2024
Q1 | $1.22M | Sell |
7,974
-1,494
| -16% | -$229K | 0.19% | 81 |
|
|
2023
Q4 | $1.35M | Sell |
9,468
-103
| -1% | -$14.7K | 0.21% | 75 |
|
|
2023
Q3 | $1.25M | Sell |
9,571
-3,268
| -25% | -$428K | 0.28% | 69 |
|
|
2023
Q2 | $2.04M | Buy |
12,839
+1,402
| +12% | +$223K | 0.38% | 54 |
|
|
2023
Q1 | $1.81M | Buy |
11,437
+755
| +7% | +$119K | 0.36% | 60 |
|
|
2022
Q4 | $1.5M | Buy |
10,682
+304
| +3% | +$42.7K | 0.31% | 70 |
|
|
2022
Q3 | $1.33M | Sell |
10,378
-60
| -0.6% | -$7.7K | 0.28% | 70 |
|
|
2022
Q2 | $1.47M | Sell |
10,438
-299
| -3% | -$42.1K | 0.3% | 69 |
|
|
2022
Q1 | $1.49M | Buy |
10,737
+239
| +2% | +$33.2K | 0.24% | 72 |
|
|
2021
Q4 | $1.83M | Sell |
10,498
-377
| -3% | -$65.7K | 0.28% | 76 |
|
|
2021
Q3 | $1.8M | Buy |
10,875
+158
| +1% | +$26.2K | 0.3% | 76 |
|
|
2021
Q2 | $1.93M | Sell |
10,717
-212
| -2% | -$38.2K | 0.34% | 68 |
|
|
2021
Q1 | $2.11M | Sell |
10,929
-2,332
| -18% | -$450K | 0.42% | 52 |
|
|
2020
Q4 | $2.68M | Buy |
13,261
+99
| +0.8% | +$20K | 0.56% | 29 |
|
|
2020
Q3 | $2.77M | Sell |
13,162
-54
| -0.4% | -$11.4K | 0.63% | 27 |
|
|
2020
Q2 | $2.9M | Buy |
13,216
+578
| +5% | +$127K | 0.68% | 23 |
|
|
2020
Q1 | $2.19M | Sell |
12,638
-188
| -1% | -$32.6K | 0.63% | 26 |
|
|
2019
Q4 | $1.97M | Buy |
12,826
+524
| +4% | +$80.4K | 0.48% | 38 |
|
|
2019
Q3 | $1.87M | Buy |
12,302
+630
| +5% | +$95.7K | 0.62% | 37 |
|
|
2019
Q2 | $1.79M | Buy |
11,672
+1,252
| +12% | +$192K | 0.51% | 41 |
|
|
2019
Q1 | $1.66M | Sell |
10,420
-1,135
| -10% | -$180K | 0.48% | 42 |
|
|
2018
Q4 | $1.78M | Sell |
11,555
-13
| -0.1% | -$2K | 0.58% | 34 |
|
|
2018
Q3 | $1.74M | Sell |
11,568
-98
| -0.8% | -$14.7K | 0.57% | 37 |
|
|
2018
Q2 | $1.58M | Sell |
11,666
-298
| -2% | -$40.3K | 0.52% | 42 |
|
|
2018
Q1 | $1.59M | Sell |
11,964
-398
| -3% | -$53K | 0.55% | 40 |
|
|
2017
Q4 | $1.84M | Buy |
12,362
+202
| +2% | +$30.1K | 0.64% | 33 |
|
|
2017
Q3 | $1.6M | Buy |
12,160
+177
| +1% | +$23.3K | 0.68% | 35 |
|
|
2017
Q2 | $1.6M | Sell |
11,983
-623
| -5% | -$83K | 0.79% | 29 |
|
|
2017
Q1 | $1.7M | Sell |
12,606
-94
| -0.7% | -$12.7K | 0.87% | 29 |
|
|
2016
Q4 | $1.52M | Buy |
+12,700
| New | +$1.52M | 0.81% | 32 |
|