JWCA
J.W. Coons Advisors’s Clorox CLX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-1,500
| Closed | -$221K | – | 242 |
|
2025
Q1 | $221K | Hold |
1,500
| – | – | 0.06% | 222 |
|
2024
Q4 | $244K | Hold |
1,500
| – | – | 0.06% | 213 |
|
2024
Q3 | $244K | Hold |
1,500
| – | – | 0.06% | 215 |
|
2024
Q2 | $205K | Hold |
1,500
| – | – | 0.05% | 228 |
|
2024
Q1 | $230K | Hold |
1,500
| – | – | 0.05% | 221 |
|
2023
Q4 | $214K | Buy |
+1,500
| New | +$214K | 0.06% | 229 |
|
2023
Q3 | – | Sell |
-1,500
| Closed | -$239K | – | 227 |
|
2023
Q2 | $239K | Hold |
1,500
| – | – | 0.07% | 217 |
|
2023
Q1 | $237K | Buy |
+1,500
| New | +$237K | 0.07% | 221 |
|
2021
Q1 | – | Sell |
-1,000
| Closed | -$202K | – | 219 |
|
2020
Q4 | $202K | Hold |
1,000
| – | – | 0.08% | 200 |
|
2020
Q3 | $210K | Sell |
1,000
-428
| -30% | -$89.9K | 0.09% | 187 |
|
2020
Q2 | $313K | Hold |
1,428
| – | – | 0.14% | 148 |
|
2020
Q1 | $247K | Buy |
+1,428
| New | +$247K | 0.13% | 160 |
|