MWM
Mattern Wealth Management’s Clorox CLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Hold |
2,400
| – | – | 0.06% | 125 |
|
|
2025
Q1 | $353K | Hold |
2,400
| – | – | 0.08% | 121 |
|
|
2024
Q4 | $390K | Hold |
2,400
| – | – | 0.09% | 120 |
|
|
2024
Q3 | $391K | Hold |
2,400
| – | – | 0.09% | 123 |
|
|
2024
Q2 | $328K | Hold |
2,400
| – | – | 0.08% | 134 |
|
|
2024
Q1 | $367K | Hold |
2,400
| – | – | 0.09% | 130 |
|
|
2023
Q4 | $342K | Hold |
2,400
| – | – | 0.09% | 131 |
|
|
2023
Q3 | $315K | Sell |
2,400
-121
| -5% | -$15.9K | 0.09% | 130 |
|
|
2023
Q2 | $401K | Sell |
2,521
-2,875
| -53% | -$457K | 0.12% | 115 |
|
|
2023
Q1 | $854K | Buy |
5,396
+2,881
| +115% | +$456K | 0.28% | 89 |
|
|
2022
Q4 | $353K | Buy |
2,515
+19
| +0.8% | +$2.67K | 0.14% | 119 |
|
|
2022
Q3 | $320K | Buy |
2,496
+96
| +4% | +$12.3K | 0.13% | 117 |
|
|
2022
Q2 | $338K | Hold |
2,400
| – | – | 0.13% | 112 |
|
|
2022
Q1 | $334K | Buy |
2,400
+200
| +9% | +$27.8K | 0.11% | 117 |
|
|
2021
Q4 | $384K | Hold |
2,200
| – | – | 0.11% | 124 |
|
|
2021
Q3 | $364K | Hold |
2,200
| – | – | 0.12% | 125 |
|
|
2021
Q2 | $410K | Sell |
2,200
-286
| -12% | -$53.3K | 0.13% | 126 |
|
|
2021
Q1 | $479K | Sell |
2,486
-4,785
| -66% | -$922K | 0.17% | 109 |
|
|
2020
Q4 | $1.47M | Buy |
7,271
+1,793
| +33% | +$362K | 0.56% | 51 |
|
|
2020
Q3 | $1.15M | Buy |
5,478
+847
| +18% | +$178K | 0.49% | 62 |
|
|
2020
Q2 | $1.02M | Buy |
4,631
+2,441
| +111% | +$536K | 0.49% | 67 |
|
|
2020
Q1 | $379K | Sell |
2,190
-4,882
| -69% | -$845K | 0.27% | 90 |
|
|
2019
Q4 | $1.09M | Buy |
+7,072
| New | +$1.09M | 0.65% | 62 |
|