NAM
NorthCrest Asset Manangement’s Clorox CLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $382K | Sell |
3,060
-475
| -13% | -$59.3K | 0.01% | 468 |
|
|
2025
Q1 | $521K | Buy |
3,535
+1,430
| +68% | +$211K | 0.02% | 413 |
|
|
2024
Q4 | $342K | Buy |
2,105
+40
| +2% | +$6.49K | 0.01% | 461 |
|
|
2024
Q3 | $336K | Sell |
2,065
-10
| -0.5% | -$1.63K | 0.01% | 463 |
|
|
2024
Q2 | $283K | Buy |
2,075
+193
| +10% | +$26.3K | 0.01% | 462 |
|
|
2024
Q1 | $288K | Hold |
1,882
| – | – | 0.01% | 452 |
|
|
2023
Q4 | $268K | Buy |
1,882
+200
| +12% | +$28.5K | 0.01% | 463 |
|
|
2023
Q3 | $220K | Sell |
1,682
-1
| -0.1% | -$131 | 0.01% | 472 |
|
|
2023
Q2 | $268K | Buy |
1,683
+3
| +0.2% | +$477 | 0.01% | 459 |
|
|
2023
Q1 | $266K | Buy |
+1,680
| New | +$266K | 0.01% | 451 |
|