Perigon Wealth Management’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Sell |
1,875
-22
| -1% | -$2.64K | 0.01% | 951 |
|
|
2025
Q1 | $279K | Sell |
1,897
-28
| -1% | -$4.12K | 0.01% | 840 |
|
|
2024
Q4 | $309K | Buy |
1,925
+57
| +3% | +$9.15K | 0.01% | 805 |
|
|
2024
Q3 | $304K | Buy |
1,868
+88
| +5% | +$14.3K | 0.01% | 782 |
|
|
2024
Q2 | $243K | Buy |
1,780
+115
| +7% | +$15.7K | 0.01% | 757 |
|
|
2024
Q1 | $255K | Sell |
1,665
-137
| -8% | -$21K | 0.01% | 727 |
|
|
2023
Q4 | $257K | Sell |
1,802
-13
| -0.7% | -$1.85K | 0.01% | 706 |
|
|
2023
Q3 | $238K | Sell |
1,815
-1,138
| -39% | -$149K | 0.01% | 673 |
|
|
2023
Q2 | $470K | Buy |
2,953
+1,211
| +70% | +$193K | 0.02% | 468 |
|
|
2023
Q1 | $276K | Sell |
1,742
-7
| -0.4% | -$1.11K | 0.02% | 569 |
|
|
2022
Q4 | $245K | Buy |
1,749
+132
| +8% | +$18.5K | 0.02% | 594 |
|
|
2022
Q3 | $208K | Buy |
1,617
+72
| +5% | +$9.26K | 0.02% | 534 |
|
|
2022
Q2 | $218K | Buy |
+1,545
| New | +$218K | 0.02% | 519 |
|
|
2022
Q1 | – | Sell |
-1,560
| Closed | -$272K | – | 614 |
|
|
2021
Q4 | $272K | Buy |
1,560
+121
| +8% | +$21.1K | 0.02% | 471 |
|
|
2021
Q3 | $238K | Sell |
1,439
-475
| -25% | -$78.6K | 0.02% | 468 |
|
|
2021
Q2 | $344K | Sell |
1,914
-122
| -6% | -$21.9K | 0.03% | 371 |
|
|
2021
Q1 | $393K | Buy |
2,036
+121
| +6% | +$23.4K | 0.04% | 336 |
|
|
2020
Q4 | $387K | Sell |
1,915
-200
| -9% | -$40.4K | 0.05% | 291 |
|
|
2020
Q3 | $445K | Buy |
2,115
+8
| +0.4% | +$1.68K | 0.06% | 242 |
|
|
2020
Q2 | $462K | Buy |
2,107
+3
| +0.1% | +$658 | 0.07% | 204 |
|
|
2020
Q1 | $388K | Buy |
+2,104
| New | +$388K | 0.07% | 202 |
|
|
2018
Q3 | – | Sell |
-1,794
| Closed | -$243K | – | 246 |
|
|
2018
Q2 | $243K | Buy |
1,794
+1,571
| +704% | +$213K | 0.07% | 210 |
|
|
2018
Q1 | $30K | Buy |
223
+60
| +37% | +$8.07K | 0.01% | 377 |
|
|
2017
Q4 | $24K | Sell |
163
-3,349
| -95% | -$493K | 0.01% | 382 |
|
|
2017
Q3 | $463K | Sell |
3,512
-1,052
| -23% | -$139K | 0.15% | 117 |
|
|
2017
Q2 | $608K | Buy |
4,564
+3,344
| +274% | +$445K | 0.13% | 155 |
|
|
2017
Q1 | $164K | Buy |
1,220
+853
| +232% | +$115K | 0.03% | 266 |
|
|
2016
Q4 | $50K | Sell |
367
-27
| -7% | -$3.68K | 0.01% | 361 |
|
|
2016
Q3 | $49K | Hold |
394
| – | – | 0.01% | 313 |
|
|
2016
Q2 | $55K | Buy |
+394
| New | +$55K | 0.01% | 270 |
|