Strategic 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 | $5.04K | Buy |
+42
| New | +$5.04K | ﹤0.01% | 892 |
|
|
2023
Q4 | – | Sell |
-15,098
| Closed | -$1.98M | – | 281 |
|
|
2023
Q3 | $1.98M | Sell |
15,098
-2,241
| -13% | -$294K | 0.26% | 100 |
|
|
2023
Q2 | $2.76M | Buy |
17,339
+197
| +1% | +$31.3K | 0.36% | 84 |
|
|
2023
Q1 | $2.71M | Buy |
17,142
+6,207
| +57% | +$982K | 0.42% | 70 |
|
|
2022
Q4 | $1.53M | Sell |
10,935
-10,998
| -50% | -$1.54M | 0.29% | 97 |
|
|
2022
Q3 | $2.82M | Sell |
21,933
-285
| -1% | -$36.6K | 0.6% | 49 |
|
|
2022
Q2 | $3.13M | Sell |
22,218
-707
| -3% | -$99.7K | 0.68% | 43 |
|
|
2022
Q1 | $3.19M | Sell |
22,925
-1,435
| -6% | -$199K | 0.62% | 44 |
|
|
2021
Q4 | $4.25M | Buy |
+24,360
| New | +$4.25M | 0.81% | 33 |
|
|
2018
Q2 | – | Sell |
-136
| Closed | -$18K | – | 766 |
|
|
2018
Q1 | $18K | Hold |
136
| – | – | 0.01% | 383 |
|
|
2017
Q4 | $18K | Buy |
+136
| New | +$18K | 0.01% | 370 |
|