Mark Sheptoff Financial Planning’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $492K | Sell |
4,100
-200
| -5% | -$24K | 0.26% | 57 |
|
|
2025
Q1 | $633K | Sell |
4,300
-600
| -12% | -$88.4K | 0.35% | 50 |
|
|
2024
Q4 | $796K | Sell |
4,900
-200
| -4% | -$32.5K | 0.43% | 44 |
|
|
2024
Q3 | $831K | Hold |
5,100
| – | – | 0.44% | 45 |
|
|
2024
Q2 | $696K | Hold |
5,100
| – | – | 0.39% | 48 |
|
|
2024
Q1 | $781K | Hold |
5,100
| – | – | 0.43% | 43 |
|
|
2023
Q4 | $727K | Sell |
5,100
-200
| -4% | -$28.5K | 0.44% | 38 |
|
|
2023
Q3 | $695K | Hold |
5,300
| – | – | 0.45% | 37 |
|
|
2023
Q2 | $843K | Buy |
5,300
+200
| +4% | +$31.8K | 0.48% | 38 |
|
|
2023
Q1 | $807K | Hold |
5,100
| – | – | 0.47% | 42 |
|
|
2022
Q4 | $716K | Hold |
5,100
| – | – | 0.42% | 43 |
|
|
2022
Q3 | $655K | Hold |
5,100
| – | – | 0.4% | 45 |
|
|
2022
Q2 | $719K | Hold |
5,100
| – | – | 0.41% | 46 |
|
|
2022
Q1 | $709K | Hold |
5,100
| – | – | 0.36% | 50 |
|
|
2021
Q4 | $889K | Hold |
5,100
| – | – | 0.42% | 45 |
|
|
2021
Q3 | $845K | Hold |
5,100
| – | – | 0.47% | 42 |
|
|
2021
Q2 | $918K | Hold |
5,100
| – | – | 0.49% | 41 |
|
|
2021
Q1 | $984K | Hold |
5,100
| – | – | 0.56% | 34 |
|
|
2020
Q4 | $1.03M | Sell |
5,100
-600
| -11% | -$121K | 0.59% | 35 |
|
|
2020
Q3 | $1.2M | Hold |
5,700
| – | – | 0.74% | 32 |
|
|
2020
Q2 | $1.25M | Hold |
5,700
| – | – | 0.81% | 31 |
|
|
2020
Q1 | $988K | Sell |
5,700
-200
| -3% | -$34.7K | 0.75% | 32 |
|
|
2019
Q4 | $906K | Hold |
5,900
| – | – | 0.57% | 39 |
|
|
2019
Q3 | $896K | Sell |
5,900
-2,800
| -32% | -$425K | 0.6% | 36 |
|
|
2019
Q2 | $1.33M | Hold |
8,700
| – | – | 0.91% | 28 |
|
|
2019
Q1 | $1.4M | Hold |
8,700
| – | – | 1.01% | 26 |
|
|
2018
Q4 | $1.34M | Hold |
8,700
| – | – | 1.11% | 22 |
|
|
2018
Q3 | $1.31M | Sell |
8,700
-310
| -3% | -$46.6K | 0.9% | 30 |
|
|
2018
Q2 | $1.22M | Sell |
9,010
-300
| -3% | -$40.6K | 0.9% | 30 |
|
|
2018
Q1 | $1.24M | Hold |
9,310
| – | – | 0.86% | 32 |
|
|
2017
Q4 | $1.39M | Sell |
9,310
-50
| -0.5% | -$7.44K | 0.9% | 30 |
|
|
2017
Q3 | $1.24M | Sell |
9,360
-100
| -1% | -$13.2K | 0.83% | 35 |
|
|
2017
Q2 | $1.26M | Sell |
9,460
-1
| -0% | -$133 | 0.87% | 31 |
|
|
2017
Q1 | $1.28M | Buy |
9,461
+126
| +1% | +$17K | 0.91% | 32 |
|
|
2016
Q4 | $1.12M | Buy |
9,335
+510
| +6% | +$61.2K | 0.83% | 35 |
|
|
2016
Q3 | $1.11M | Buy |
8,825
+100
| +1% | +$12.5K | 0.82% | 35 |
|
|
2016
Q2 | $1.21M | Buy |
8,725
+500
| +6% | +$69.2K | 0.9% | 35 |
|
|
2016
Q1 | $1.04M | Buy |
8,225
+875
| +12% | +$110K | 0.84% | 31 |
|
|
2015
Q4 | $932K | Buy |
7,350
+1,100
| +18% | +$139K | 0.76% | 33 |
|
|
2015
Q3 | $722K | Hold |
6,250
| – | – | 0.63% | 41 |
|
|
2015
Q2 | $650K | Hold |
6,250
| – | – | 0.53% | 53 |
|
|
2015
Q1 | $690K | Sell |
6,250
-100
| -2% | -$11K | 0.58% | 48 |
|
|
2014
Q4 | $662K | Buy |
6,350
+500
| +9% | +$52.1K | 0.59% | 51 |
|
|
2014
Q3 | $562K | Hold |
5,850
| – | – | 0.5% | 58 |
|
|
2014
Q2 | $535K | Hold |
5,850
| – | – | 0.46% | 59 |
|
|
2014
Q1 | $515K | Buy |
+5,850
| New | +$515K | 0.46% | 59 |
|