Summit Trail Advisors’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $742K | Buy |
+6,179
| New | +$742K | 0.01% | 580 |
|
|
2024
Q4 | – | Sell |
-9,480
| Closed | -$1.54M | – | 467 |
|
|
2024
Q3 | $1.54M | Buy |
9,480
+213
| +2% | +$34.7K | 0.04% | 198 |
|
|
2024
Q2 | $1.26M | Sell |
9,267
-132
| -1% | -$18K | 0.03% | 199 |
|
|
2024
Q1 | $1.44M | Buy |
+9,399
| New | +$1.44M | 0.04% | 168 |
|
|
2018
Q1 | – | Sell |
-283
| Closed | -$41K | – | 666 |
|
|
2017
Q4 | $41K | Buy |
+283
| New | +$41K | 0.01% | 867 |
|