JWM
Jeppson Wealth Management’s Clorox CLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Sell |
2,689
-274
| -9% | -$32.9K | 0.11% | 162 |
|
|
2025
Q1 | $436K | Sell |
2,963
-120
| -4% | -$17.7K | 0.16% | 127 |
|
|
2024
Q4 | $501K | Sell |
3,083
-200
| -6% | -$32.5K | 0.18% | 120 |
|
|
2024
Q3 | $535K | Sell |
3,283
-61
| -2% | -$9.94K | 0.19% | 115 |
|
|
2024
Q2 | $456K | Sell |
3,344
-51
| -2% | -$6.96K | 0.17% | 120 |
|
|
2024
Q1 | $520K | Sell |
3,395
-55
| -2% | -$8.42K | 0.2% | 110 |
|
|
2023
Q4 | $492K | Sell |
3,450
-596
| -15% | -$85K | 0.2% | 110 |
|
|
2023
Q3 | $530K | Sell |
4,046
-108
| -3% | -$14.2K | 0.24% | 103 |
|
|
2023
Q2 | $661K | Sell |
4,154
-360
| -8% | -$57.3K | 0.29% | 87 |
|
|
2023
Q1 | $714K | Sell |
4,514
-240
| -5% | -$38K | 0.31% | 80 |
|
|
2022
Q4 | $667K | Sell |
4,754
-271
| -5% | -$38K | 0.28% | 82 |
|
|
2022
Q3 | $645K | Sell |
5,025
-182
| -3% | -$23.4K | 0.29% | 80 |
|
|
2022
Q2 | $734K | Buy |
5,207
+2,990
| +135% | +$421K | 0.32% | 73 |
|
|
2022
Q1 | $308K | Sell |
2,217
-717
| -24% | -$99.6K | 0.14% | 127 |
|
|
2021
Q4 | $512K | Sell |
2,934
-1,576
| -35% | -$275K | 0.25% | 88 |
|
|
2021
Q3 | $746K | Buy |
4,510
+345
| +8% | +$57.1K | 0.39% | 64 |
|
|
2021
Q2 | $749K | Buy |
+4,165
| New | +$749K | 0.41% | 62 |
|
|
2020
Q4 | – | Sell |
-25
| Closed | -$5K | – | 189 |
|
|
2020
Q3 | $5K | Buy |
+25
| New | +$5K | ﹤0.01% | 443 |
|