Montag & Associates’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $218K | Sell |
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|
2025
Q2 | $224K | Sell |
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|
2025
Q1 | $295K | Hold |
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|
2024
Q4 | $325K | Hold |
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|
2024
Q3 | $326K | Hold |
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|
2024
Q2 | $273K | Sell |
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|
2024
Q1 | $364K | Hold |
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|
2023
Q4 | $339K | Buy |
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|
2023
Q3 | $196K | Hold |
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|
2023
Q2 | $237K | Hold |
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|
2023
Q1 | $236K | Hold |
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|
2022
Q4 | $210K | Hold |
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|
2022
Q3 | $192K | Hold |
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|
2022
Q2 | $210K | Sell |
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|
2022
Q1 | $208K | Sell |
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|
2021
Q4 | $278K | Buy |
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|
2021
Q3 | $202K | Hold |
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|
2021
Q2 | $219K | Hold |
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|
2021
Q1 | $235K | Hold |
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|
2020
Q4 | $246K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $341K | Hold |
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|
2015
Q3 | $310K | Hold |
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|
2015
Q2 | $279K | Hold |
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|
2015
Q1 | $297K | Hold |
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|
2014
Q4 | $280K | Buy |
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|
2014
Q3 | $240K | Sell |
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|
2014
Q2 | $246K | Hold |
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|
2014
Q1 | $236K | Hold |
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|
2013
Q4 | $249K | Hold |
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|
2013
Q3 | $219K | Buy |
|