J.W. Cole Advisors’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.12M | Buy |
9,328
+1,911
| +26% | +$229K | 0.02% | 626 |
|
2025
Q1 | $1.09M | Buy |
7,417
+5,455
| +278% | +$803K | 0.03% | 512 |
|
2024
Q4 | $319K | Sell |
1,962
-172
| -8% | -$27.9K | 0.01% | 762 |
|
2024
Q3 | $348K | Sell |
2,134
-108
| -5% | -$17.6K | 0.01% | 722 |
|
2024
Q2 | $306K | Buy |
2,242
+200
| +10% | +$27.3K | 0.01% | 696 |
|
2024
Q1 | $312K | Sell |
2,042
-603
| -23% | -$92.2K | 0.02% | 675 |
|
2023
Q4 | $377K | Buy |
2,645
+952
| +56% | +$136K | 0.02% | 566 |
|
2023
Q3 | $222K | Buy |
1,693
+21
| +1% | +$2.75K | 0.02% | 650 |
|
2023
Q2 | $266K | Sell |
1,672
-319
| -16% | -$50.7K | 0.02% | 612 |
|
2023
Q1 | $315K | Sell |
1,991
-43
| -2% | -$6.81K | 0.02% | 582 |
|
2022
Q4 | $285K | Buy |
2,034
+37
| +2% | +$5.19K | 0.02% | 576 |
|
2022
Q3 | $256K | Buy |
1,997
+390
| +24% | +$50K | 0.02% | 588 |
|
2022
Q2 | $226K | Buy |
1,607
+122
| +8% | +$17.2K | 0.02% | 631 |
|
2022
Q1 | $206K | Buy |
1,485
+29
| +2% | +$4.02K | 0.01% | 743 |
|
2021
Q4 | $254K | Sell |
1,456
-75
| -5% | -$13.1K | 0.02% | 707 |
|
2021
Q3 | $254K | Sell |
1,531
-168
| -10% | -$27.9K | 0.02% | 392 |
|
2021
Q2 | $306K | Sell |
1,699
-418
| -20% | -$75.3K | 0.02% | 576 |
|
2021
Q1 | $408K | Sell |
2,117
-190
| -8% | -$36.6K | 0.04% | 432 |
|
2020
Q4 | $466K | Sell |
2,307
-3,785
| -62% | -$765K | 0.05% | 360 |
|
2020
Q3 | $1.28M | Buy |
+6,092
| New | +$1.28M | 0.1% | 214 |
|
2020
Q1 | – | Sell |
-2,038
| Closed | -$313K | – | 166 |
|
2019
Q4 | $313K | Buy |
+2,038
| New | +$313K | 0.04% | 404 |
|