Montag & Associates’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Sell |
1,868
-133
| -7% | -$16K | 0.01% | 384 |
|
|
2025
Q1 | $295K | Hold |
2,001
| – | – | 0.01% | 366 |
|
|
2024
Q4 | $325K | Hold |
2,001
| – | – | 0.02% | 365 |
|
|
2024
Q3 | $326K | Hold |
2,001
| – | – | 0.02% | 370 |
|
|
2024
Q2 | $273K | Sell |
2,001
-375
| -16% | -$51.2K | 0.01% | 372 |
|
|
2024
Q1 | $364K | Hold |
2,376
| – | – | 0.02% | 354 |
|
|
2023
Q4 | $339K | Buy |
2,376
+883
| +59% | +$126K | 0.02% | 340 |
|
|
2023
Q3 | $196K | Hold |
1,493
| – | – | 0.01% | 381 |
|
|
2023
Q2 | $237K | Hold |
1,493
| – | – | 0.01% | 374 |
|
|
2023
Q1 | $236K | Hold |
1,493
| – | – | 0.02% | 361 |
|
|
2022
Q4 | $210K | Hold |
1,493
| – | – | 0.01% | 359 |
|
|
2022
Q3 | $192K | Hold |
1,493
| – | – | 0.01% | 358 |
|
|
2022
Q2 | $210K | Sell |
1,493
-1
| -0.1% | -$141 | 0.01% | 358 |
|
|
2022
Q1 | $208K | Sell |
1,494
-100
| -6% | -$13.9K | 0.01% | 385 |
|
|
2021
Q4 | $278K | Buy |
1,594
+375
| +31% | +$65.4K | 0.01% | 356 |
|
|
2021
Q3 | $202K | Hold |
1,219
| – | – | 0.01% | 380 |
|
|
2021
Q2 | $219K | Hold |
1,219
| – | – | 0.01% | 375 |
|
|
2021
Q1 | $235K | Hold |
1,219
| – | – | 0.01% | 362 |
|
|
2020
Q4 | $246K | Buy |
+1,219
| New | +$246K | 0.02% | 335 |
|
|
2016
Q1 | – | Sell |
-2,686
| Closed | -$341K | – | 235 |
|
|
2015
Q4 | $341K | Hold |
2,686
| – | – | 0.05% | 184 |
|
|
2015
Q3 | $310K | Hold |
2,686
| – | – | 0.05% | 195 |
|
|
2015
Q2 | $279K | Hold |
2,686
| – | – | 0.04% | 216 |
|
|
2015
Q1 | $297K | Hold |
2,686
| – | – | 0.04% | 221 |
|
|
2014
Q4 | $280K | Buy |
2,686
+186
| +7% | +$19.4K | 0.04% | 214 |
|
|
2014
Q3 | $240K | Sell |
2,500
-186
| -7% | -$17.9K | 0.04% | 218 |
|
|
2014
Q2 | $246K | Hold |
2,686
| – | – | 0.04% | 223 |
|
|
2014
Q1 | $236K | Hold |
2,686
| – | – | 0.04% | 215 |
|
|
2013
Q4 | $249K | Hold |
2,686
| – | – | 0.04% | 204 |
|
|
2013
Q3 | $219K | Buy |
+2,686
| New | +$219K | 0.04% | 208 |
|