Security National Trust’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $120K | Hold |
672
| – | – | 0.03% | 206 |
|
|
2021
Q2 | $120K | Hold |
672
| – | – | 0.03% | 215 |
|
|
2021
Q1 | $130K | Hold |
672
| – | – | 0.03% | 205 |
|
|
2020
Q4 | $135K | Sell |
672
-25
| -4% | -$5.17K | 0.03% | 197 |
|
|
2020
Q3 | $147K | Sell |
697
-50
| -7% | -$11.1K | 0.04% | 179 |
|
|
2020
Q2 | $164K | Hold |
747
| – | – | 0.05% | 166 |
|
|
2020
Q1 | $130K | Hold |
747
| – | – | 0.05% | 176 |
|
|
2019
Q4 | $115K | Buy |
747
+200
| +37% | +$29.9K | 0.03% | 207 |
|
|
2019
Q3 | $83K | Hold |
547
| – | – | 0.03% | 222 |
|
|
2019
Q2 | $84K | Sell |
547
-105
| -16% | -$16K | 0.03% | 224 |
|
|
2019
Q1 | $105K | Hold |
652
| – | – | 0.03% | 205 |
|
|
2018
Q4 | $100K | Hold |
652
| – | – | 0.04% | 193 |
|
|
2018
Q3 | $98K | Hold |
652
| – | – | 0.03% | 216 |
|
|
2018
Q2 | $88K | Hold |
652
| – | – | 0.03% | 226 |
|
|
2018
Q1 | $87K | Hold |
652
| – | – | 0.03% | 228 |
|
|
2017
Q4 | $97K | Sell |
652
-50
| -7% | -$6.8K | 0.03% | 225 |
|
|
2017
Q3 | $93K | Hold |
702
| – | – | 0.03% | 231 |
|
|
2017
Q2 | $94K | Sell |
702
-50
| -7% | -$6.75K | 0.03% | 237 |
|
|
2017
Q1 | $101K | Hold |
752
| – | – | 0.03% | 230 |
|
|
2016
Q4 | $90K | Hold |
752
| – | – | 0.03% | 230 |
|
|
2016
Q3 | $95K | Hold |
752
| – | – | 0.03% | 228 |
|
|
2016
Q2 | $104K | Hold |
752
| – | – | 0.04% | 218 |
|
|
2016
Q1 | $95K | Hold |
752
| – | – | 0.04% | 223 |
|
|
2015
Q4 | $96K | Hold |
752
| – | – | 0.04% | 215 |
|
|
2015
Q3 | $87K | Hold |
752
| – | – | 0.03% | 226 |
|
|
2015
Q2 | $78K | Hold |
752
| – | – | 0.03% | 248 |
|
|
2015
Q1 | $83K | Buy |
752
+652
| +652% | +$70.8K | 0.03% | 246 |
|
|
2014
Q4 | $10K | Hold |
100
| – | – | ﹤0.01% | 409 |
|
|
2014
Q3 | $10K | Sell |
100
-100
| -50% | -$9.04K | ﹤0.01% | 407 |
|
|
2014
Q2 | $18K | Hold |
200
| – | – | 0.01% | 357 |
|
|
2014
Q1 | $18K | Hold |
200
| – | – | 0.01% | 361 |
|
|
2013
Q4 | $19K | Buy |
200
+100
| +100% | +$9.01K | 0.01% | 356 |
|
|
2013
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 409 |
|
|
2013
Q2 | $8K | Buy |
+100
| New | +$8.6K | ﹤0.01% | 394 |
|
Other funds holding CLX
CRC
Security National Trust's CLX Position: Q3 2021 in Review
Security National Trust held its Clorox (CLX) position steady in Q3 2021 at 672 shares worth $120K. The position accounts for 0.03% of the portfolio, ranked #206.
Security National Trust first reported a position in CLX in Q2 2013 and has held it in 34 quarters since. The position peaked at $164K in Q2 2020. 1,135 funds tracked by Wall St. Rank hold CLX as of Q3 2021.
- Security National Trust held 672 shares of Clorox worth $120K as of Q3 2021.
- Security National Trust left its Clorox share count unchanged in Q3 2021.
- Clorox made up 0.03% of Security National Trust's portfolio in Q3 2021, its #206 holding.
- Security National Trust first reported a position in Clorox in Q2 2013 and has held it in 34 quarters since.
- Security National Trust's Clorox position peaked at $164K in Q2 2020.
- 1,135 funds tracked by Wall St. Rank held Clorox as of Q3 2021.
Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.