Perigon Wealth Management’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $557K | Buy |
+5,372
| New | +$609K | 0.01% | 750 |
|
|
2025
Q3 | – | Sell |
-1,875
| Closed | -$225K | – | 1219 |
|
|
2025
Q2 | $225K | Sell |
1,875
-22
| -1% | -$2.94K | 0.01% | 951 |
|
|
2025
Q1 | $279K | Sell |
1,897
-28
| -1% | -$4.28K | 0.01% | 840 |
|
|
2024
Q4 | $309K | Buy |
1,925
+57
| +3% | +$9.32K | 0.01% | 807 |
|
|
2024
Q3 | $304K | Buy |
1,868
+88
| +5% | +$13K | 0.01% | 786 |
|
|
2024
Q2 | $243K | Buy |
1,780
+115
| +7% | +$16K | 0.01% | 759 |
|
|
2024
Q1 | $255K | Sell |
1,665
-137
| -8% | -$20.4K | 0.01% | 727 |
|
|
2023
Q4 | $257K | Sell |
1,802
-13
| -0.7% | -$1.73K | 0.01% | 707 |
|
|
2023
Q3 | $238K | Sell |
1,815
-1,138
| -39% | -$173K | 0.01% | 673 |
|
|
2023
Q2 | $470K | Buy |
2,953
+1,211
| +70% | +$195K | 0.02% | 468 |
|
|
2023
Q1 | $276K | Sell |
1,742
-7
| -0.4% | -$1.05K | 0.02% | 569 |
|
|
2022
Q4 | $245K | Buy |
1,749
+132
| +8% | +$18.7K | 0.02% | 594 |
|
|
2022
Q3 | $208K | Buy |
1,617
+72
| +5% | +$10.4K | 0.02% | 534 |
|
|
2022
Q2 | $218K | Buy |
+1,545
| New | +$221K | 0.02% | 520 |
|
|
2022
Q1 | – | Sell |
-1,560
| Closed | -$272K | – | 617 |
|
|
2021
Q4 | $272K | Buy |
1,560
+121
| +8% | +$20.2K | 0.02% | 473 |
|
|
2021
Q3 | $238K | Sell |
1,439
-475
| -25% | -$81.8K | 0.02% | 470 |
|
|
2021
Q2 | $344K | Sell |
1,914
-122
| -6% | -$22.3K | 0.03% | 372 |
|
|
2021
Q1 | $393K | Buy |
2,036
+121
| +6% | +$23.3K | 0.04% | 337 |
|
|
2020
Q4 | $387K | Sell |
1,915
-200
| -9% | -$41.4K | 0.05% | 293 |
|
|
2020
Q3 | $445K | Buy |
2,115
+8
| +0.4% | +$1.78K | 0.06% | 243 |
|
|
2020
Q2 | $462K | Buy |
2,107
+3
| +0.1% | +$599 | 0.07% | 205 |
|
|
2020
Q1 | $388K | Buy |
+2,104
| New | +$348K | 0.07% | 202 |
|
|
2018
Q3 | – | Sell |
-1,794
| Closed | -$243K | – | 246 |
|
|
2018
Q2 | $243K | Buy |
1,794
+1,571
| +704% | +$194K | 0.07% | 210 |
|
|
2018
Q1 | $30K | Buy |
223
+60
| +37% | +$8.06K | 0.01% | 377 |
|
|
2017
Q4 | $24K | Sell |
163
-3,349
| -95% | -$456K | 0.01% | 382 |
|
|
2017
Q3 | $463K | Sell |
3,512
-1,052
| -23% | -$141K | 0.15% | 117 |
|
|
2017
Q2 | $608K | Buy |
4,564
+3,344
| +274% | +$451K | 0.13% | 155 |
|
|
2017
Q1 | $164K | Buy |
1,220
+853
| +232% | +$110K | 0.03% | 266 |
|
|
2016
Q4 | $50K | Sell |
367
-27
| -7% | -$3.18K | 0.01% | 361 |
|
|
2016
Q3 | $49K | Hold |
394
| – | – | 0.01% | 313 |
|
|
2016
Q2 | $55K | Buy |
+394
| New | +$51.1K | 0.01% | 270 |
|
Other funds holding CLX
VCM
VPM
DAM
Perigon Wealth Management's CLX Position: Q1 2026 in Review
Perigon Wealth Management opened a new position in Clorox (CLX) in Q1 2026: 5,372 shares worth $557K. The stake represents 0.01% of the portfolio and ranks #750 among its holdings. This is a return to the name: Perigon Wealth Management previously reported a position in CLX as recently as Q2 2025.
Perigon Wealth Management first reported a position in CLX in Q2 2016 and has held it in 31 quarters since. The position peaked at $608K in Q2 2017. 1,080 funds tracked by Wall St. Rank hold CLX as of Q1 2026.
- Perigon Wealth Management held 5,372 shares of Clorox worth $557K as of Q1 2026.
- Clorox was a new Perigon Wealth Management position in Q1 2026.
- Clorox made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #750 holding.
- Perigon Wealth Management first reported a position in Clorox in Q2 2016 and has held it in 31 quarters since.
- Perigon Wealth Management's Clorox position peaked at $608K in Q2 2017.
- 1,080 funds tracked by Wall St. Rank held Clorox as of Q1 2026.
Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.