PWA
Primoris Wealth Advisors’s Clorox CLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $322K | Sell |
2,680
-1,704
| -39% | -$205K | 0.22% | 76 |
|
|
2025
Q1 | $646K | Sell |
4,384
-24
| -0.5% | -$3.53K | 0.5% | 47 |
|
|
2024
Q4 | $716K | Sell |
4,408
-100
| -2% | -$16.2K | 0.54% | 47 |
|
|
2024
Q3 | $734K | Sell |
4,508
-831
| -16% | -$135K | 0.53% | 51 |
|
|
2024
Q2 | $729K | Sell |
5,339
-16,493
| -76% | -$2.25M | 0.58% | 48 |
|
|
2024
Q1 | $3.34M | Buy |
+21,832
| New | +$3.34M | 2.67% | 11 |
|