Mount Yale Investment Advisors’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Buy |
|
|||||
|
2025
Q1 | $303K | Hold |
|
|||||
|
2024
Q4 | $334K | Hold |
|
|||||
|
2024
Q3 | $335K | Hold |
|
|||||
|
2024
Q2 | $281K | Sell |
|
|||||
|
2024
Q1 | $326K | Hold |
|
|||||
|
2023
Q4 | $304K | Sell |
|
|||||
|
2023
Q3 | $316K | Hold |
|
|||||
|
2023
Q2 | $383K | Hold |
|
|||||
|
2023
Q1 | $381K | Sell |
|
|||||
|
2022
Q4 | $353K | Sell |
|
|||||
|
2022
Q3 | $327K | Sell |
|
|||||
|
2022
Q2 | $363K | Sell |
|
|||||
|
2022
Q1 | $358K | Buy |
|
|||||
|
2021
Q4 | $427K | Buy |
|
|||||
|
2021
Q3 | $398K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $564K | Buy |
|
|||||
|
2020
Q3 | $576K | Buy |
|
|||||
|
2020
Q2 | $556K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $40K | Sell |
|
|||||
|
2018
Q2 | $307K | Buy |
|
|||||
|
2018
Q1 | $280K | Buy |
|