Mount Yale Investment Advisors’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Buy |
2,172
+113
| +5% | +$13.6K | 0.02% | 495 |
|
|
2025
Q1 | $303K | Hold |
2,059
| – | – | 0.03% | 434 |
|
|
2024
Q4 | $334K | Hold |
2,059
| – | – | 0.03% | 416 |
|
|
2024
Q3 | $335K | Hold |
2,059
| – | – | 0.03% | 407 |
|
|
2024
Q2 | $281K | Sell |
2,059
-70
| -3% | -$9.55K | 0.02% | 448 |
|
|
2024
Q1 | $326K | Hold |
2,129
| – | – | 0.03% | 428 |
|
|
2023
Q4 | $304K | Sell |
2,129
-279
| -12% | -$39.8K | 0.03% | 409 |
|
|
2023
Q3 | $316K | Hold |
2,408
| – | – | 0.03% | 383 |
|
|
2023
Q2 | $383K | Hold |
2,408
| – | – | 0.04% | 347 |
|
|
2023
Q1 | $381K | Sell |
2,408
-109
| -4% | -$17.2K | 0.04% | 338 |
|
|
2022
Q4 | $353K | Sell |
2,517
-30
| -1% | -$4.21K | 0.04% | 325 |
|
|
2022
Q3 | $327K | Sell |
2,547
-26
| -1% | -$3.34K | 0.04% | 325 |
|
|
2022
Q2 | $363K | Sell |
2,573
-1
| -0% | -$141 | 0.05% | 321 |
|
|
2022
Q1 | $358K | Buy |
2,574
+124
| +5% | +$17.2K | 0.04% | 336 |
|
|
2021
Q4 | $427K | Buy |
2,450
+48
| +2% | +$8.37K | 0.04% | 312 |
|
|
2021
Q3 | $398K | Buy |
+2,402
| New | +$398K | 0.05% | 316 |
|
|
2021
Q1 | – | Sell |
-2,791
| Closed | -$564K | – | 414 |
|
|
2020
Q4 | $564K | Buy |
2,791
+51
| +2% | +$10.3K | 0.08% | 238 |
|
|
2020
Q3 | $576K | Buy |
2,740
+206
| +8% | +$43.3K | 0.08% | 227 |
|
|
2020
Q2 | $556K | Buy |
+2,534
| New | +$556K | 0.1% | 213 |
|
|
2018
Q4 | – | Sell |
-255
| Closed | -$40K | – | 401 |
|
|
2018
Q3 | $40K | Sell |
255
-2,014
| -89% | -$316K | 0.01% | 647 |
|
|
2018
Q2 | $307K | Buy |
2,269
+163
| +8% | +$22.1K | 0.06% | 245 |
|
|
2018
Q1 | $280K | Buy |
+2,106
| New | +$280K | 0.06% | 250 |
|