PFM
Parsec Financial Management’s Clorox CLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $401K | Buy |
2,532
+404
| +19% | +$63.9K | 0.02% | 225 |
|
|
2022
Q4 | $299K | Sell |
2,128
-297
| -12% | -$41.7K | 0.01% | 249 |
|
|
2022
Q3 | $311K | Buy |
2,425
+359
| +17% | +$46K | 0.02% | 231 |
|
|
2022
Q2 | $291K | Hold |
2,066
| – | – | 0.01% | 248 |
|
|
2022
Q1 | $287K | Hold |
2,066
| – | – | 0.01% | 262 |
|
|
2021
Q4 | $360K | Buy |
+2,066
| New | +$360K | 0.01% | 234 |
|
|
2021
Q2 | – | Sell |
-1,085
| Closed | -$209K | – | 272 |
|
|
2021
Q1 | $209K | Sell |
1,085
-140
| -11% | -$27K | 0.01% | 254 |
|
|
2020
Q4 | $247K | Sell |
1,225
-24
| -2% | -$4.84K | 0.01% | 224 |
|
|
2020
Q3 | $263K | Buy |
1,249
+140
| +13% | +$29.5K | 0.02% | 210 |
|
|
2020
Q2 | $243K | Buy |
+1,109
| New | +$243K | 0.02% | 213 |
|
|
2019
Q2 | – | Sell |
-1,750
| Closed | -$281K | – | 242 |
|
|
2019
Q1 | $281K | Sell |
1,750
-87
| -5% | -$14K | 0.02% | 203 |
|
|
2018
Q4 | $283K | Hold |
1,837
| – | – | 0.02% | 201 |
|
|
2018
Q3 | $276K | Hold |
1,837
| – | – | 0.02% | 208 |
|
|
2018
Q2 | $248K | Sell |
1,837
-85
| -4% | -$11.5K | 0.02% | 210 |
|
|
2018
Q1 | $256K | Hold |
1,922
| – | – | 0.02% | 209 |
|
|
2017
Q4 | $286K | Buy |
+1,922
| New | +$286K | 0.02% | 203 |
|
|
2016
Q3 | – | Sell |
-1,557
| Closed | -$215K | – | 198 |
|
|
2016
Q2 | $215K | Buy |
+1,557
| New | +$215K | 0.02% | 175 |
|