Journey Strategic Wealth’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $458K | Buy |
3,815
+805
| +27% | +$96.7K | 0.01% | 311 |
|
2025
Q1 | $443K | Buy |
3,010
+64
| +2% | +$9.42K | 0.02% | 250 |
|
2024
Q4 | $478K | Buy |
2,946
+3
| +0.1% | +$487 | 0.02% | 225 |
|
2024
Q3 | $479K | Buy |
2,943
+14
| +0.5% | +$2.28K | 0.02% | 222 |
|
2024
Q2 | $400K | Buy |
2,929
+247
| +9% | +$33.7K | 0.02% | 197 |
|
2024
Q1 | $411K | Hold |
2,682
| – | – | 0.02% | 148 |
|
2023
Q4 | $382K | Hold |
2,682
| – | – | 0.02% | 113 |
|
2023
Q3 | $352K | Hold |
2,682
| – | – | 0.02% | 102 |
|
2023
Q2 | $427K | Sell |
2,682
-465
| -15% | -$74K | 0.02% | 95 |
|
2023
Q1 | $498K | Sell |
3,147
-64
| -2% | -$10.1K | 0.05% | 103 |
|
2022
Q4 | $451K | Sell |
3,211
-45
| -1% | -$6.32K | 0.05% | 106 |
|
2022
Q3 | $417K | Buy |
3,256
+192
| +6% | +$24.6K | 0.06% | 78 |
|
2022
Q2 | $432K | Sell |
3,064
-30
| -1% | -$4.23K | 0.06% | 66 |
|
2022
Q1 | $430K | Sell |
3,094
-66
| -2% | -$9.17K | 0.05% | 64 |
|
2021
Q4 | $551K | Buy |
+3,160
| New | +$551K | 0.06% | 65 |
|