RWP
Ridgecrest Wealth Partners’s Clorox CLX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $265K | Hold |
2,204
| – | – | 0.14% | 89 |
|
2025
Q1 | $325K | Hold |
2,204
| – | – | 0.17% | 75 |
|
2024
Q4 | $358K | Sell |
2,204
-725
| -25% | -$118K | 0.19% | 70 |
|
2024
Q3 | $477K | Sell |
2,929
-275
| -9% | -$44.8K | 0.25% | 65 |
|
2024
Q2 | $437K | Sell |
3,204
-7
| -0.2% | -$955 | 0.26% | 64 |
|
2024
Q1 | $492K | Sell |
3,211
-289
| -8% | -$44.2K | 0.29% | 59 |
|
2023
Q4 | $499K | Buy |
3,500
+700
| +25% | +$99.8K | 0.33% | 56 |
|
2023
Q3 | $367K | Hold |
2,800
| – | – | 0.26% | 62 |
|
2023
Q2 | $445K | Hold |
2,800
| – | – | 0.29% | 58 |
|
2023
Q1 | $443K | Sell |
2,800
-78
| -3% | -$12.3K | 0.32% | 56 |
|
2022
Q4 | $404K | Sell |
2,878
-100
| -3% | -$14K | 0.31% | 59 |
|
2022
Q3 | $382K | Hold |
2,978
| – | – | 0.31% | 57 |
|
2022
Q2 | $420K | Hold |
2,978
| – | – | 0.31% | 57 |
|
2022
Q1 | $414K | Sell |
2,978
-400
| -12% | -$55.6K | 0.26% | 68 |
|
2021
Q4 | $589K | Hold |
3,378
| – | – | 0.29% | 67 |
|
2021
Q3 | $559K | Buy |
3,378
+78
| +2% | +$12.9K | 0.3% | 63 |
|
2021
Q2 | $594K | Buy |
3,300
+900
| +38% | +$162K | 0.37% | 58 |
|
2021
Q1 | $463K | Buy |
+2,400
| New | +$463K | 0.44% | 49 |
|