Heritage Wealth Management (Ohio)’s Clorox CLX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$258K Buy
2,148
+6
+0.3% +$720 0.08% 200
2025
Q1
$315K Buy
2,142
+5
+0.2% +$736 0.11% 176
2024
Q4
$347K Buy
2,137
+6
+0.3% +$974 0.12% 172
2024
Q3
$347K Buy
2,131
+5
+0.2% +$815 0.11% 165
2024
Q2
$283K Buy
+2,126
New +$283K 0.09% 186