TWA
TCI Wealth Advisors’s Clorox CLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Buy |
12,570
+22
| +0.2% | +$2.64K | 0.1% | 72 |
|
|
2025
Q1 | $1.85M | Buy |
12,548
+1,994
| +19% | +$294K | 0.15% | 55 |
|
|
2024
Q4 | $1.71M | Sell |
10,554
-3,000
| -22% | -$487K | 0.14% | 59 |
|
|
2024
Q3 | $2.21M | Sell |
13,554
-7,601
| -36% | -$1.24M | 0.19% | 50 |
|
|
2024
Q2 | $2.89M | Buy |
21,155
+4
| +0% | +$546 | 0.27% | 41 |
|
|
2024
Q1 | $3.24M | Buy |
21,151
+1,856
| +10% | +$284K | 0.32% | 39 |
|
|
2023
Q4 | $2.75M | Sell |
19,295
-111
| -0.6% | -$15.8K | 0.29% | 37 |
|
|
2023
Q3 | $2.54M | Buy |
19,406
+89
| +0.5% | +$11.7K | 0.32% | 35 |
|
|
2023
Q2 | $3.07M | Hold |
19,317
| – | – | 0.39% | 33 |
|
|
2023
Q1 | $3.06M | Buy |
19,317
+18,504
| +2,276% | +$2.93M | 0.4% | 31 |
|
|
2022
Q4 | $114K | Sell |
813
-7
| -0.9% | -$982 | 0.02% | 237 |
|
|
2022
Q3 | $105K | Buy |
820
+37
| +5% | +$4.74K | 0.02% | 239 |
|
|
2022
Q2 | $110K | Buy |
783
+80
| +11% | +$11.2K | 0.02% | 236 |
|
|
2022
Q1 | $98K | Sell |
703
-18
| -2% | -$2.51K | 0.01% | 266 |
|
|
2021
Q4 | $126K | Buy |
721
+7
| +1% | +$1.22K | 0.02% | 232 |
|
|
2021
Q3 | $118K | Buy |
714
+11
| +2% | +$1.82K | 0.02% | 242 |
|
|
2021
Q2 | $126K | Sell |
703
-45
| -6% | -$8.07K | 0.02% | 224 |
|
|
2021
Q1 | $144K | Buy |
748
+35
| +5% | +$6.74K | 0.06% | 176 |
|
|
2020
Q4 | $144K | Sell |
713
-16
| -2% | -$3.23K | 0.06% | 169 |
|
|
2020
Q3 | $153K | Hold |
729
| – | – | 0.06% | 158 |
|
|
2020
Q2 | $160K | Sell |
729
-37
| -5% | -$8.12K | 0.07% | 156 |
|
|
2020
Q1 | $133K | Buy |
766
+17
| +2% | +$2.95K | 0.07% | 170 |
|
|
2019
Q4 | $115K | Buy |
749
+12
| +2% | +$1.84K | 0.04% | 232 |
|
|
2019
Q3 | $112K | Sell |
737
-24
| -3% | -$3.65K | 0.05% | 192 |
|
|
2019
Q2 | $117K | Hold |
761
| – | – | 0.05% | 191 |
|
|
2019
Q1 | $122K | Sell |
761
-4
| -0.5% | -$641 | 0.05% | 202 |
|
|
2018
Q4 | $118K | Buy |
765
+28
| +4% | +$4.32K | 0.06% | 188 |
|
|
2018
Q3 | $111K | Hold |
737
| – | – | 0.05% | 211 |
|
|
2018
Q2 | $100K | Hold |
737
| – | – | 0.04% | 218 |
|
|
2018
Q1 | $98K | Hold |
737
| – | – | 0.05% | 221 |
|
|
2017
Q4 | $110K | Hold |
737
| – | – | 0.05% | 223 |
|
|
2017
Q3 | $97K | Hold |
737
| – | – | 0.05% | 214 |
|
|
2017
Q2 | $98K | Buy |
737
+34
| +5% | +$4.52K | 0.05% | 201 |
|
|
2017
Q1 | $95K | Hold |
703
| – | – | 0.05% | 216 |
|
|
2016
Q4 | $84K | Sell |
703
-20
| -3% | -$2.39K | 0.04% | 247 |
|
|
2016
Q3 | $91K | Hold |
723
| – | – | 0.05% | 222 |
|
|
2016
Q2 | $100K | Hold |
723
| – | – | 0.06% | 203 |
|
|
2016
Q1 | $91K | Buy |
723
+245
| +51% | +$30.8K | 0.05% | 219 |
|
|
2015
Q4 | $61K | Hold |
478
| – | – | 0.03% | 278 |
|
|
2015
Q3 | $55K | Hold |
478
| – | – | 0.03% | 268 |
|
|
2015
Q2 | $50K | Buy |
+478
| New | +$50K | 0.03% | 284 |
|
|
2015
Q1 | – | Sell |
-478
| Closed | -$50K | – | 889 |
|
|
2014
Q4 | $50K | Buy |
478
+328
| +219% | +$34.3K | 0.03% | 249 |
|
|
2014
Q3 | $14K | Hold |
150
| – | – | 0.01% | 384 |
|
|
2014
Q2 | $14K | Sell |
150
-150
| -50% | -$14K | 0.01% | 397 |
|
|
2014
Q1 | $26K | Hold |
300
| – | – | 0.02% | 299 |
|
|
2013
Q4 | $28K | Hold |
300
| – | – | 0.02% | 312 |
|
|
2013
Q3 | $25K | Sell |
300
-230
| -43% | -$19.2K | 0.02% | 269 |
|
|
2013
Q2 | $44K | Buy |
+530
| New | +$44K | 0.03% | 229 |
|