Modera Wealth Management’s Clorox CLX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$509K Sell
4,238
-134
-3% -$16.1K 0.01% 443
2025
Q1
$644K Sell
4,372
-581
-12% -$85.6K 0.01% 383
2024
Q4
$804K Buy
4,953
+322
+7% +$52.3K 0.01% 360
2024
Q3
$754K Sell
4,631
-75
-2% -$12.2K 0.01% 348
2024
Q2
$642K Sell
4,706
-79
-2% -$10.8K 0.01% 352
2024
Q1
$733K Buy
4,785
+92
+2% +$14.1K 0.01% 342
2023
Q4
$669K Sell
4,693
-437
-9% -$62.3K 0.01% 340
2023
Q3
$672K Buy
5,130
+71
+1% +$9.31K 0.01% 322
2023
Q2
$805K Buy
5,059
+2,532
+100% +$403K 0.01% 314
2023
Q1
$400K Buy
2,527
+800
+46% +$127K 0.02% 242
2022
Q4
$242K Sell
1,727
-2
-0.1% -$281 0.01% 310
2022
Q3
$222K Hold
1,729
0.01% 287
2022
Q2
$244K Buy
+1,729
New +$244K 0.01% 286
2022
Q1
Sell
-1,473
Closed -$257K 401
2021
Q4
$257K Buy
+1,473
New +$257K 0.01% 470