MIS
Morningstar Investment Services’s Clorox CLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,292
| Closed | -$375K | – | 182 |
|
|
2024
Q3 | $375K | Sell |
2,292
-405
| -15% | -$66.3K | ﹤0.01% | 313 |
|
|
2024
Q2 | $368K | Hold |
2,697
| – | – | ﹤0.01% | 286 |
|
|
2024
Q1 | $412K | Sell |
2,697
-2,420
| -47% | -$370K | ﹤0.01% | 257 |
|
|
2023
Q4 | $727K | Buy |
5,117
+2,703
| +112% | +$384K | ﹤0.01% | 254 |
|
|
2023
Q3 | $310K | Sell |
2,414
-43
| -2% | -$5.52K | ﹤0.01% | 244 |
|
|
2023
Q2 | $388K | Buy |
2,457
+168
| +7% | +$26.5K | 0.01% | 201 |
|
|
2023
Q1 | $355K | Buy |
+2,289
| New | +$355K | ﹤0.01% | 196 |
|
|
2015
Q3 | – | Sell |
-134,862
| Closed | -$14M | – | 216 |
|
|
2015
Q2 | $14M | Buy |
134,862
+8,262
| +7% | +$859K | 0.6% | 55 |
|
|
2015
Q1 | $14M | Sell |
126,600
-34,020
| -21% | -$3.76M | 0.61% | 56 |
|
|
2014
Q4 | $16.7M | Buy |
160,620
+8,905
| +6% | +$928K | 0.79% | 41 |
|
|
2014
Q3 | $14.6M | Buy |
151,715
+11,863
| +8% | +$1.14M | 0.75% | 39 |
|
|
2014
Q2 | $12.8M | Buy |
139,852
+12,452
| +10% | +$1.14M | 0.74% | 39 |
|
|
2014
Q1 | $11.2M | Buy |
127,400
+13,204
| +12% | +$1.16M | 0.77% | 39 |
|
|
2013
Q4 | $10.6M | Buy |
114,196
+10,527
| +10% | +$977K | 0.8% | 36 |
|
|
2013
Q3 | $8.57M | Buy |
103,669
+14,919
| +17% | +$1.23M | 0.75% | 39 |
|
|
2013
Q2 | $7.38M | Buy |
+88,750
| New | +$7.38M | 0.77% | 39 |
|