Heritage Trust’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $477K | Buy |
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|
2025
Q2 | $440K | Buy |
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|
2025
Q1 | $422K | Hold |
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|
2024
Q4 | $466K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $15K | Sell |
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|
2018
Q3 | $30K | Hold |
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|
2018
Q2 | $27K | Hold |
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|
2018
Q1 | $27K | Sell |
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|
2017
Q4 | $36K | Sell |
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|
2017
Q3 | $37K | Buy |
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|
2017
Q2 | $27K | Buy |
|