Private Wealth Partners’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $575K | Hold |
4,790
| – | – | 0.04% | 123 |
|
|
2025
Q1 | $705K | Hold |
4,790
| – | – | 0.06% | 107 |
|
|
2024
Q4 | $778K | Hold |
4,790
| – | – | 0.06% | 103 |
|
|
2024
Q3 | $780K | Hold |
4,790
| – | – | 0.06% | 99 |
|
|
2024
Q2 | $654K | Hold |
4,790
| – | – | 0.05% | 101 |
|
|
2024
Q1 | $733K | Buy |
4,790
+482
| +11% | +$73.8K | 0.06% | 93 |
|
|
2023
Q4 | $614K | Hold |
4,308
| – | – | 0.05% | 102 |
|
|
2023
Q3 | $565K | Hold |
4,308
| – | – | 0.05% | 100 |
|
|
2023
Q2 | $685K | Sell |
4,308
-270
| -6% | -$42.9K | 0.06% | 97 |
|
|
2023
Q1 | $724K | Buy |
+4,578
| New | +$724K | 0.07% | 99 |
|
|
2014
Q4 | – | Sell |
-12,570
| Closed | -$1.21M | – | 155 |
|
|
2014
Q3 | $1.21M | Sell |
12,570
-3,310
| -21% | -$318K | 0.27% | 89 |
|
|
2014
Q2 | $1.45M | Hold |
15,880
| – | – | 0.32% | 75 |
|
|
2014
Q1 | $1.4M | Hold |
15,880
| – | – | 0.33% | 70 |
|
|
2013
Q4 | $1.47M | Sell |
15,880
-900
| -5% | -$83.5K | 0.33% | 72 |
|
|
2013
Q3 | $1.37M | Sell |
16,780
-500
| -3% | -$40.9K | 0.32% | 73 |
|
|
2013
Q2 | $1.44M | Buy |
+17,280
| New | +$1.44M | 0.36% | 71 |
|