Integrated Wealth Concepts’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Buy |
11,349
+4,431
| +64% | +$532K | 0.01% | 771 |
|
|
2025
Q1 | $1.02M | Sell |
6,918
-6,838
| -50% | -$1.01M | 0.01% | 824 |
|
|
2024
Q4 | $2.23M | Buy |
13,756
+4,341
| +46% | +$705K | 0.03% | 523 |
|
|
2024
Q3 | $1.53M | Sell |
9,415
-4,061
| -30% | -$662K | 0.02% | 627 |
|
|
2024
Q2 | $1.84M | Buy |
13,476
+4,845
| +56% | +$661K | 0.03% | 531 |
|
|
2024
Q1 | $1.32M | Buy |
8,631
+2,556
| +42% | +$391K | 0.02% | 655 |
|
|
2023
Q4 | $866K | Sell |
6,075
-2,480
| -29% | -$354K | 0.01% | 787 |
|
|
2023
Q3 | $1.12M | Sell |
8,555
-145
| -2% | -$19K | 0.02% | 645 |
|
|
2023
Q2 | $1.38M | Buy |
8,700
+486
| +6% | +$77.3K | 0.02% | 572 |
|
|
2023
Q1 | $1.3M | Buy |
8,214
+880
| +12% | +$139K | 0.03% | 528 |
|
|
2022
Q4 | $1.03M | Buy |
7,334
+4,115
| +128% | +$577K | 0.03% | 464 |
|
|
2022
Q3 | $413K | Sell |
3,219
-6
| -0.2% | -$770 | 0.01% | 648 |
|
|
2022
Q2 | $455K | Buy |
3,225
+61
| +2% | +$8.61K | 0.01% | 628 |
|
|
2022
Q1 | $440K | Sell |
3,164
-1,133
| -26% | -$158K | 0.01% | 612 |
|
|
2021
Q4 | $749K | Buy |
4,297
+995
| +30% | +$173K | 0.02% | 510 |
|
|
2021
Q3 | $547K | Sell |
3,302
-161
| -5% | -$26.7K | 0.02% | 557 |
|
|
2021
Q2 | $623K | Buy |
3,463
+352
| +11% | +$63.3K | 0.02% | 479 |
|
|
2021
Q1 | $600K | Buy |
3,111
+1,477
| +90% | +$285K | 0.02% | 431 |
|
|
2020
Q4 | $330K | Buy |
1,634
+18
| +1% | +$3.64K | 0.02% | 503 |
|
|
2020
Q3 | $340K | Buy |
+1,616
| New | +$340K | 0.02% | 424 |
|