MCWS
McKinley Carter Wealth Services’s Clorox CLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,478
| Closed | -$218K | – | 304 |
|
|
2025
Q1 | $218K | Sell |
1,478
-50
| -3% | -$7.36K | 0.01% | 287 |
|
|
2024
Q4 | $248K | Sell |
1,528
-20
| -1% | -$3.25K | 0.02% | 265 |
|
|
2024
Q3 | $252K | Sell |
1,548
-682
| -31% | -$111K | 0.02% | 273 |
|
|
2024
Q2 | $304K | Sell |
2,230
-8,684
| -80% | -$1.19M | 0.02% | 255 |
|
|
2024
Q1 | $1.67M | Buy |
10,914
+454
| +4% | +$69.5K | 0.11% | 123 |
|
|
2023
Q4 | $1.49M | Buy |
10,460
+233
| +2% | +$33.2K | 0.11% | 122 |
|
|
2023
Q3 | $1.34M | Buy |
10,227
+283
| +3% | +$37.1K | 0.11% | 131 |
|
|
2023
Q2 | $1.58M | Buy |
9,944
+59
| +0.6% | +$9.38K | 0.12% | 121 |
|
|
2023
Q1 | $1.56M | Buy |
9,885
+467
| +5% | +$73.9K | 0.12% | 117 |
|
|
2022
Q4 | $1.32M | Buy |
9,418
+408
| +5% | +$57.3K | 0.11% | 122 |
|
|
2022
Q3 | $1.16M | Buy |
9,010
+212
| +2% | +$27.2K | 0.11% | 120 |
|
|
2022
Q2 | $1.24M | Buy |
8,798
+890
| +11% | +$125K | 0.11% | 122 |
|
|
2022
Q1 | $1.1M | Buy |
7,908
+5,739
| +265% | +$798K | 0.09% | 140 |
|
|
2021
Q4 | $378K | Sell |
2,169
-358
| -14% | -$62.4K | 0.03% | 218 |
|
|
2021
Q3 | $419K | Hold |
2,527
| – | – | 0.03% | 203 |
|
|
2021
Q2 | $455K | Sell |
2,527
-396
| -14% | -$71.3K | 0.04% | 197 |
|
|
2021
Q1 | $564K | Sell |
2,923
-36
| -1% | -$6.95K | 0.05% | 175 |
|
|
2020
Q4 | $598K | Sell |
2,959
-141
| -5% | -$28.5K | 0.08% | 153 |
|
|
2020
Q3 | $652K | Hold |
3,100
| – | – | 0.15% | 89 |
|
|
2020
Q2 | $680K | Buy |
3,100
+525
| +20% | +$115K | 0.17% | 83 |
|
|
2020
Q1 | $446K | Sell |
2,575
-289
| -10% | -$50.1K | 0.13% | 93 |
|
|
2019
Q4 | $440K | Sell |
2,864
-383
| -12% | -$58.8K | 0.1% | 115 |
|
|
2019
Q3 | $493K | Sell |
3,247
-474
| -13% | -$72K | 0.13% | 107 |
|
|
2019
Q2 | $570K | Sell |
3,721
-2,014
| -35% | -$309K | 0.15% | 104 |
|
|
2019
Q1 | $920K | Sell |
5,735
-13,758
| -71% | -$2.21M | 0.26% | 72 |
|
|
2018
Q4 | $3.01M | Buy |
19,493
+581
| +3% | +$89.6K | 0.99% | 25 |
|
|
2018
Q3 | $2.84M | Buy |
18,912
+589
| +3% | +$88.6K | 0.84% | 30 |
|
|
2018
Q2 | $2.48M | Buy |
18,323
+880
| +5% | +$119K | 0.8% | 32 |
|
|
2018
Q1 | $2.32M | Buy |
17,443
+498
| +3% | +$66.3K | 0.76% | 32 |
|
|
2017
Q4 | $2.52M | Buy |
16,945
+1,264
| +8% | +$188K | 0.87% | 28 |
|
|
2017
Q3 | $2.07M | Buy |
15,681
+365
| +2% | +$48.2K | 0.79% | 38 |
|
|
2017
Q2 | $2.04M | Sell |
15,316
-835
| -5% | -$111K | 0.9% | 40 |
|
|
2017
Q1 | $2.18M | Buy |
16,151
+1,609
| +11% | +$217K | 1.01% | 35 |
|
|
2016
Q4 | $1.75M | Buy |
+14,542
| New | +$1.75M | 0.88% | 42 |
|
|
2016
Q3 | – | Sell |
-1,529
| Closed | -$212K | – | 123 |
|
|
2016
Q2 | $212K | Buy |
+1,529
| New | +$212K | 0.11% | 119 |
|