Principle Wealth Partners’s Clorox CLX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $288K | Sell |
2,399
-95
| -4% | -$11.4K | 0.02% | 312 |
|
2025
Q1 | $367K | Sell |
2,494
-60
| -2% | -$8.84K | 0.03% | 253 |
|
2024
Q4 | $415K | Sell |
2,554
-180
| -7% | -$29.2K | 0.03% | 239 |
|
2024
Q3 | $445K | Hold |
2,734
| – | – | 0.03% | 244 |
|
2024
Q2 | $373K | Hold |
2,734
| – | – | 0.03% | 250 |
|
2024
Q1 | $419K | Buy |
2,734
+344
| +14% | +$52.7K | 0.03% | 241 |
|
2023
Q4 | $341K | Sell |
2,390
-320
| -12% | -$45.6K | 0.03% | 254 |
|
2023
Q3 | $355K | Hold |
2,710
| – | – | 0.04% | 239 |
|
2023
Q2 | $431K | Hold |
2,710
| – | – | 0.04% | 215 |
|
2023
Q1 | $429K | Hold |
2,710
| – | – | 0.05% | 209 |
|
2022
Q4 | $380K | Sell |
2,710
-10
| -0.4% | -$1.4K | 0.04% | 222 |
|
2022
Q3 | $349 | Buy |
2,720
+10
| +0.4% | +$1 | 0.03% | 216 |
|
2022
Q2 | $382K | Sell |
2,710
-310
| -10% | -$43.7K | 0.05% | 216 |
|
2022
Q1 | $420K | Sell |
3,020
-134
| -4% | -$18.6K | 0.04% | 219 |
|
2021
Q4 | $550K | Sell |
3,154
-99
| -3% | -$17.3K | 0.06% | 194 |
|
2021
Q3 | $539K | Buy |
3,253
+141
| +5% | +$23.4K | 0.06% | 187 |
|
2021
Q2 | $560K | Sell |
3,112
-50
| -2% | -$9K | 0.06% | 186 |
|
2021
Q1 | $610K | Buy |
3,162
+1
| +0% | +$193 | 0.07% | 169 |
|
2020
Q4 | $638K | Buy |
+3,161
| New | +$638K | 0.08% | 157 |
|
2020
Q3 | – | Sell |
-150
| Closed | -$33K | – | 204 |
|
2020
Q2 | $33K | Buy |
+150
| New | +$33K | 0.01% | 318 |
|