OIA
OneDigital Investment Advisors’s Clorox CLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,674
| Closed | -$247K | – | 1459 |
|
|
2025
Q1 | $247K | Buy |
+1,674
| New | +$247K | ﹤0.01% | 1220 |
|
|
2024
Q4 | – | Sell |
-1,270
| Closed | -$207K | – | 1419 |
|
|
2024
Q3 | $207K | Buy |
+1,270
| New | +$207K | ﹤0.01% | 1354 |
|
|
2024
Q2 | – | Sell |
-1,598
| Closed | -$245K | – | 1372 |
|
|
2024
Q1 | $245K | Sell |
1,598
-869
| -35% | -$133K | ﹤0.01% | 978 |
|
|
2023
Q4 | $352K | Sell |
2,467
-16
| -0.6% | -$2.28K | 0.01% | 855 |
|
|
2023
Q3 | $325K | Buy |
2,483
+407
| +20% | +$53.3K | 0.01% | 785 |
|
|
2023
Q2 | $330K | Buy |
2,076
+791
| +62% | +$126K | 0.01% | 788 |
|
|
2023
Q1 | $203K | Buy |
+1,285
| New | +$203K | ﹤0.01% | 913 |
|
|
2019
Q3 | – | Sell |
-420
| Closed | -$64K | – | 620 |
|
|
2019
Q2 | $64K | Sell |
420
-118
| -22% | -$18K | 0.01% | 526 |
|
|
2019
Q1 | $86K | Sell |
538
-638
| -54% | -$102K | 0.01% | 396 |
|
|
2018
Q4 | $181K | Sell |
1,176
-191
| -14% | -$29.4K | 0.03% | 271 |
|
|
2018
Q3 | $206K | Sell |
1,367
-320
| -19% | -$48.2K | 0.05% | 178 |
|
|
2018
Q2 | $228K | Buy |
1,687
+8
| +0.5% | +$1.08K | 0.05% | 193 |
|
|
2018
Q1 | $224K | Buy |
1,679
+472
| +39% | +$63K | 0.05% | 211 |
|
|
2017
Q4 | $180K | Buy |
1,207
+200
| +20% | +$29.8K | 0.02% | 240 |
|
|
2017
Q3 | $133K | Buy |
1,007
+100
| +11% | +$13.2K | 0.05% | 186 |
|
|
2017
Q2 | $121K | Buy |
+907
| New | +$121K | 0.04% | 276 |
|