SVB Wealth’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,840
| Closed | -$299K | – | 1538 |
|
|
2024
Q4 | $299K | Buy |
+1,840
| New | +$301K | 0.01% | 558 |
|
|
2024
Q2 | – | Sell |
-3,004
| Closed | -$460K | – | 764 |
|
|
2024
Q1 | $460K | Buy |
3,004
+1,361
| +83% | +$203K | 0.01% | 502 |
|
|
2023
Q4 | $234K | Sell |
1,643
-358
| -18% | -$47.7K | 0.01% | 713 |
|
|
2023
Q3 | $262K | Sell |
2,001
-1,148
| -36% | -$174K | 0.01% | 657 |
|
|
2023
Q2 | $501K | Buy |
3,149
+484
| +18% | +$78.1K | 0.01% | 486 |
|
|
2023
Q1 | $422K | Buy |
2,665
+143
| +6% | +$21.4K | 0.01% | 588 |
|
|
2022
Q4 | $354K | Sell |
2,522
-773
| -23% | -$110K | ﹤0.01% | 678 |
|
|
2022
Q3 | $423K | Buy |
3,295
+823
| +33% | +$119K | 0.01% | 566 |
|
|
2022
Q2 | $349K | Sell |
2,472
-56
| -2% | -$8K | 0.01% | 522 |
|
|
2022
Q1 | $352K | Buy |
+2,528
| New | +$387K | ﹤0.01% | 545 |
|
|
2017
Q3 | – | Sell |
-1,939
| Closed | -$258K | – | 470 |
|
|
2017
Q2 | $258K | Sell |
1,939
-16
| -0.8% | -$2.16K | 0.01% | 425 |
|
|
2017
Q1 | $264K | Buy |
1,955
+1
| +0.1% | +$130 | 0.01% | 425 |
|
|
2016
Q4 | $235K | Sell |
1,954
-1,635
| -46% | -$193K | 0.01% | 445 |
|
|
2016
Q3 | $449K | Sell |
3,589
-85
| -2% | -$11.1K | 0.02% | 356 |
|
|
2016
Q2 | $508K | Sell |
3,674
-444
| -11% | -$57.6K | 0.02% | 344 |
|
|
2016
Q1 | $519K | Buy |
+4,118
| New | +$523K | 0.02% | 343 |
|
|
2015
Q4 | – | Sell |
-1,877
| Closed | -$217K | – | 548 |
|
|
2015
Q3 | $217K | Sell |
1,877
-357
| -16% | -$40.1K | 0.01% | 508 |
|
|
2015
Q2 | $232K | Sell |
2,234
-1,023
| -31% | -$110K | 0.01% | 514 |
|
|
2015
Q1 | $360K | Buy |
3,257
+91
| +3% | +$9.88K | 0.01% | 457 |
|
|
2014
Q4 | $330K | Buy |
+3,166
| New | +$317K | 0.01% | 457 |
|
Other funds holding CLX
