TSWM
Triangle Securities Wealth Management’s Clorox CLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $607K | Buy |
5,059
+635
| +14% | +$76.2K | 0.15% | 141 |
|
|
2025
Q1 | $651K | Buy |
4,424
+1,904
| +76% | +$280K | 0.17% | 134 |
|
|
2024
Q4 | $409K | Sell |
2,520
-44
| -2% | -$7.15K | 0.11% | 161 |
|
|
2024
Q3 | $418K | Buy |
2,564
+555
| +28% | +$90.4K | 0.11% | 163 |
|
|
2024
Q2 | $274K | Buy |
+2,009
| New | +$274K | 0.08% | 185 |
|
|
2021
Q1 | – | Sell |
-1,000
| Closed | -$202K | – | 169 |
|
|
2020
Q4 | $202K | Hold |
1,000
| – | – | 0.08% | 166 |
|
|
2020
Q3 | $210K | Hold |
1,000
| – | – | 0.09% | 156 |
|
|
2020
Q2 | $219K | Buy |
+1,000
| New | +$219K | 0.1% | 153 |
|
|
2013
Q3 | – | Sell |
-1,200
| Closed | -$100K | – | 162 |
|
|
2013
Q2 | $100K | Buy |
+1,200
| New | +$100K | 0.07% | 176 |
|