SWA
SFMG Wealth Advisors’s Clorox CLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $247K | Sell |
2,055
-725
| -26% | -$87.1K | 0.02% | 234 |
|
|
2025
Q1 | $409K | Buy |
2,780
+76
| +3% | +$11.2K | 0.03% | 168 |
|
|
2024
Q4 | $439K | Sell |
2,704
-28
| -1% | -$4.55K | 0.03% | 163 |
|
|
2024
Q3 | $445K | Sell |
2,732
-80
| -3% | -$13K | 0.04% | 154 |
|
|
2024
Q2 | $384K | Sell |
2,812
-143
| -5% | -$19.5K | 0.03% | 171 |
|
|
2024
Q1 | $452K | Sell |
2,955
-194
| -6% | -$29.7K | 0.04% | 155 |
|
|
2023
Q4 | $449K | Hold |
3,149
| – | – | 0.04% | 151 |
|
|
2023
Q3 | $413K | Sell |
3,149
-35
| -1% | -$4.59K | 0.04% | 148 |
|
|
2023
Q2 | $506K | Buy |
3,184
+301
| +10% | +$47.9K | 0.05% | 126 |
|
|
2023
Q1 | $456K | Hold |
2,883
| – | – | 0.05% | 139 |
|
|
2022
Q4 | $405K | Buy |
2,883
+100
| +4% | +$14K | 0.04% | 155 |
|
|
2022
Q3 | $359K | Hold |
2,783
| – | – | 0.04% | 154 |
|
|
2022
Q2 | $392K | Hold |
2,783
| – | – | 0.05% | 148 |
|
|
2022
Q1 | $387K | Sell |
2,783
-400
| -13% | -$55.6K | 0.04% | 169 |
|
|
2021
Q4 | $555K | Buy |
3,183
+340
| +12% | +$59.3K | 0.05% | 140 |
|
|
2021
Q3 | $471K | Sell |
2,843
-80
| -3% | -$13.3K | 0.05% | 150 |
|
|
2021
Q2 | $526K | Sell |
2,923
-50
| -2% | -$9K | 0.06% | 145 |
|
|
2021
Q1 | $573K | Sell |
2,973
-50
| -2% | -$9.64K | 0.07% | 127 |
|
|
2020
Q4 | $610K | Buy |
3,023
+21
| +0.7% | +$4.24K | 0.08% | 111 |
|
|
2020
Q3 | $631K | Buy |
3,002
+1,300
| +76% | +$273K | 0.09% | 92 |
|
|
2020
Q2 | $373K | Buy |
1,702
+79
| +5% | +$17.3K | 0.05% | 110 |
|
|
2020
Q1 | $281K | Buy |
1,623
+4
| +0.2% | +$693 | 0.04% | 98 |
|
|
2019
Q4 | $249K | Hold |
1,619
| – | – | 0.03% | 143 |
|
|
2019
Q3 | $246K | Hold |
1,619
| – | – | 0.03% | 127 |
|
|
2019
Q2 | $269K | Hold |
1,619
| – | – | 0.04% | 123 |
|
|
2019
Q1 | $260K | Hold |
1,619
| – | – | 0.04% | 120 |
|
|
2018
Q4 | $250K | Hold |
1,619
| – | – | 0.04% | 115 |
|
|
2018
Q3 | $250K | Sell |
1,619
-250
| -13% | -$38.6K | 0.04% | 110 |
|
|
2018
Q2 | $253K | Buy |
1,869
+250
| +15% | +$33.8K | 0.04% | 119 |
|
|
2018
Q1 | $216K | Hold |
1,619
| – | – | 0.04% | 133 |
|
|
2017
Q4 | $241K | Hold |
1,619
| – | – | 0.04% | 121 |
|
|
2017
Q3 | $214K | Hold |
1,619
| – | – | 0.04% | 120 |
|
|
2017
Q2 | $216K | Buy |
+1,619
| New | +$216K | 0.04% | 115 |
|