Valeo Financial 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 | $357K | Sell |
2,974
-945
| -24% | -$113K | 0.01% | 523 |
|
|
2025
Q1 | $577K | Buy |
3,919
+206
| +6% | +$30.3K | 0.02% | 378 |
|
|
2024
Q4 | $603K | Buy |
3,713
+3
| +0.1% | +$487 | 0.02% | 362 |
|
|
2024
Q3 | $604K | Buy |
3,710
+276
| +8% | +$45K | 0.02% | 364 |
|
|
2024
Q2 | $469K | Buy |
3,434
+69
| +2% | +$9.42K | 0.01% | 407 |
|
|
2024
Q1 | $497K | Sell |
3,365
-92
| -3% | -$13.6K | 0.02% | 381 |
|
|
2023
Q4 | $493K | Buy |
3,457
+95
| +3% | +$13.5K | 0.02% | 371 |
|
|
2023
Q3 | $441K | Buy |
3,362
+1,238
| +58% | +$162K | 0.02% | 367 |
|
|
2023
Q2 | $338K | Sell |
2,124
-157
| -7% | -$25K | 0.02% | 406 |
|
|
2023
Q1 | $361K | Sell |
2,281
-75
| -3% | -$11.9K | 0.02% | 394 |
|
|
2022
Q4 | $331K | Sell |
2,356
-50
| -2% | -$7.02K | 0.02% | 365 |
|
|
2022
Q3 | $309K | Buy |
2,406
+362
| +18% | +$46.5K | 0.02% | 329 |
|
|
2022
Q2 | $288K | Buy |
2,044
+193
| +10% | +$27.2K | 0.02% | 354 |
|
|
2022
Q1 | $257K | Buy |
1,851
+197
| +12% | +$27.4K | 0.01% | 458 |
|
|
2021
Q4 | $288K | Buy |
1,654
+138
| +9% | +$24K | 0.02% | 403 |
|
|
2021
Q3 | $251K | Buy |
1,516
+145
| +11% | +$24K | 0.01% | 416 |
|
|
2021
Q2 | $247K | Buy |
1,371
+16
| +1% | +$2.88K | 0.02% | 377 |
|
|
2021
Q1 | $261K | Sell |
1,355
-708
| -34% | -$136K | 0.01% | 373 |
|
|
2020
Q4 | $417K | Buy |
2,063
+1,146
| +125% | +$232K | 0.02% | 269 |
|
|
2020
Q3 | $193K | Sell |
917
-964
| -51% | -$203K | 0.02% | 327 |
|
|
2020
Q2 | $413K | Buy |
1,881
+1,188
| +171% | +$261K | 0.04% | 204 |
|
|
2020
Q1 | $128K | Sell |
693
-307
| -31% | -$56.7K | 0.01% | 366 |
|
|
2019
Q4 | $154K | Buy |
1,000
+500
| +100% | +$77K | 0.01% | 367 |
|
|
2019
Q3 | $76K | Hold |
500
| – | – | 0.01% | 490 |
|
|
2019
Q2 | $77K | Hold |
500
| – | – | 0.01% | 483 |
|
|
2019
Q1 | $80K | Sell |
500
-200
| -29% | -$32K | 0.01% | 452 |
|
|
2018
Q4 | $108K | Sell |
700
-254
| -27% | -$39.2K | 0.02% | 357 |
|
|
2018
Q3 | $144K | Sell |
954
-825
| -46% | -$125K | 0.02% | 329 |
|
|
2018
Q2 | $251K | Sell |
1,779
-140
| -7% | -$19.8K | 0.04% | 252 |
|
|
2018
Q1 | $255K | Buy |
1,919
+140
| +8% | +$18.6K | 0.04% | 222 |
|
|
2017
Q4 | $265K | Sell |
1,779
-134
| -7% | -$20K | 0.04% | 208 |
|
|
2017
Q3 | $252K | Buy |
+1,913
| New | +$252K | 0.06% | 183 |
|