Heritage Trust’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $440K | Buy |
3,667
+800
| +28% | +$96.1K | 0.05% | 224 |
|
|
2025
Q1 | $422K | Hold |
2,867
| – | – | 0.05% | 223 |
|
|
2024
Q4 | $466K | Buy |
+2,867
| New | +$466K | 0.05% | 209 |
|
|
2019
Q1 | – | Sell |
-100
| Closed | -$15K | – | 221 |
|
|
2018
Q4 | $15K | Sell |
100
-100
| -50% | -$15K | 0.01% | 274 |
|
|
2018
Q3 | $30K | Hold |
200
| – | – | 0.01% | 239 |
|
|
2018
Q2 | $27K | Hold |
200
| – | – | 0.01% | 240 |
|
|
2018
Q1 | $27K | Sell |
200
-45
| -18% | -$6.08K | 0.01% | 232 |
|
|
2017
Q4 | $36K | Sell |
245
-36
| -13% | -$5.29K | 0.01% | 207 |
|
|
2017
Q3 | $37K | Buy |
281
+81
| +41% | +$10.7K | 0.01% | 210 |
|
|
2017
Q2 | $27K | Buy |
+200
| New | +$27K | 0.01% | 219 |
|