KWM
KFG Wealth Management’s Clorox CLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $615K | Buy |
5,121
+443
| +9% | +$53.2K | 0.1% | 113 |
|
|
2025
Q1 | $689K | Sell |
4,678
-67
| -1% | -$9.87K | 0.13% | 93 |
|
|
2024
Q4 | $771K | Buy |
4,745
+189
| +4% | +$30.7K | 0.14% | 77 |
|
|
2024
Q3 | $742K | Sell |
4,556
-297
| -6% | -$48.4K | 0.16% | 83 |
|
|
2024
Q2 | $662K | Buy |
4,853
+176
| +4% | +$24K | 0.26% | 72 |
|
|
2024
Q1 | $716K | Buy |
4,677
+628
| +16% | +$96.1K | 0.29% | 64 |
|
|
2023
Q4 | $577K | Buy |
4,049
+12
| +0.3% | +$1.71K | 0.26% | 65 |
|
|
2023
Q3 | $529K | Buy |
4,037
+450
| +13% | +$59K | 0.29% | 67 |
|
|
2023
Q2 | $570K | Buy |
3,587
+1,818
| +103% | +$289K | 0.33% | 53 |
|
|
2023
Q1 | $281K | Buy |
+1,769
| New | +$281K | 0.19% | 67 |
|