Valeo Financial Advisors’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $619K | Sell |
6,486
-1,262
| -16% | -$121K | 0.01% | 398 |
|
|
2026
Q1 | $803K | Buy |
7,748
+2,390
| +45% | +$271K | 0.02% | 302 |
|
|
2025
Q4 | $540K | Sell |
5,358
-1,966
| -27% | -$213K | 0.01% | 444 |
|
|
2025
Q3 | $903K | Buy |
7,324
+4,350
| +146% | +$540K | 0.02% | 326 |
|
|
2025
Q2 | $357K | Sell |
2,974
-945
| -24% | -$126K | 0.01% | 522 |
|
|
2025
Q1 | $577K | Buy |
3,919
+206
| +6% | +$31.5K | 0.02% | 380 |
|
|
2024
Q4 | $603K | Buy |
3,713
+3
| +0.1% | +$491 | 0.02% | 367 |
|
|
2024
Q3 | $604K | Buy |
3,710
+276
| +8% | +$40.9K | 0.02% | 366 |
|
|
2024
Q2 | $469K | Buy |
3,434
+69
| +2% | +$9.58K | 0.01% | 407 |
|
|
2024
Q1 | $497K | Sell |
3,365
-92
| -3% | -$13.7K | 0.02% | 381 |
|
|
2023
Q4 | $493K | Buy |
3,457
+95
| +3% | +$12.7K | 0.02% | 371 |
|
|
2023
Q3 | $441K | Buy |
3,362
+1,238
| +58% | +$188K | 0.02% | 367 |
|
|
2023
Q2 | $338K | Sell |
2,124
-157
| -7% | -$25.3K | 0.02% | 406 |
|
|
2023
Q1 | $361K | Sell |
2,281
-75
| -3% | -$11.2K | 0.02% | 394 |
|
|
2022
Q4 | $331K | Sell |
2,356
-50
| -2% | -$7.1K | 0.02% | 365 |
|
|
2022
Q3 | $309K | Buy |
2,406
+362
| +18% | +$52.2K | 0.02% | 335 |
|
|
2022
Q2 | $288K | Buy |
2,044
+193
| +10% | +$27.6K | 0.02% | 357 |
|
|
2022
Q1 | $257K | Buy |
1,851
+197
| +12% | +$30.2K | 0.01% | 483 |
|
|
2021
Q4 | $288K | Buy |
1,654
+138
| +9% | +$23K | 0.02% | 421 |
|
|
2021
Q3 | $251K | Buy |
1,516
+145
| +11% | +$25K | 0.01% | 438 |
|
|
2021
Q2 | $247K | Buy |
1,371
+16
| +1% | +$2.92K | 0.02% | 402 |
|
|
2021
Q1 | $261K | Sell |
1,355
-708
| -34% | -$136K | 0.01% | 381 |
|
|
2020
Q4 | $417K | Buy |
2,063
+1,146
| +125% | +$237K | 0.02% | 273 |
|
|
2020
Q3 | $193K | Sell |
917
-964
| -51% | -$215K | 0.02% | 337 |
|
|
2020
Q2 | $413K | Buy |
1,881
+1,188
| +171% | +$237K | 0.04% | 208 |
|
|
2020
Q1 | $128K | Sell |
693
-307
| -31% | -$50.7K | 0.01% | 371 |
|
|
2019
Q4 | $154K | Buy |
1,000
+500
| +100% | +$74.7K | 0.01% | 367 |
|
|
2019
Q3 | $76K | Hold |
500
| – | – | 0.01% | 491 |
|
|
2019
Q2 | $77K | Hold |
500
| – | – | 0.01% | 484 |
|
|
2019
Q1 | $80K | Sell |
500
-200
| -29% | -$31K | 0.01% | 454 |
|
|
2018
Q4 | $108K | Sell |
700
-254
| -27% | -$39.6K | 0.02% | 359 |
|
|
2018
Q3 | $144K | Sell |
954
-825
| -46% | -$117K | 0.02% | 330 |
|
|
2018
Q2 | $251K | Sell |
1,779
-140
| -7% | -$17.3K | 0.04% | 252 |
|
|
2018
Q1 | $255K | Buy |
1,919
+140
| +8% | +$18.8K | 0.04% | 222 |
|
|
2017
Q4 | $265K | Sell |
1,779
-134
| -7% | -$18.2K | 0.04% | 208 |
|
|
2017
Q3 | $252K | Buy |
+1,913
| New | +$257K | 0.06% | 184 |
|
Other funds holding CLX
Valeo Financial Advisors's CLX Position: Q2 2026 in Review
Valeo Financial Advisors reduced its Clorox (CLX) stake by 16% in Q2 2026, selling an estimated $121K and leaving 6,486 shares worth $619K. The position accounts for 0.01% of the portfolio, ranked #398.
Valeo Financial Advisors first reported a position in CLX in Q3 2017 and has held it in 36 quarters since. The position peaked at $903K in Q3 2025. 1,041 funds tracked by Wall St. Rank hold CLX as of Q2 2026.
- Valeo Financial Advisors held 6,486 shares of Clorox worth $619K as of Q2 2026.
- Valeo Financial Advisors sold 1,262 Clorox shares in Q2 2026, an estimated $121K.
- Clorox made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #398 holding.
- Valeo Financial Advisors first reported a position in Clorox in Q3 2017 and has held it in 36 quarters since.
- Valeo Financial Advisors's Clorox position peaked at $903K in Q3 2025.
- 1,041 funds tracked by Wall St. Rank held Clorox as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.