Waldron Private Wealth’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,342
| Closed | -$218K | – | 320 |
|
|
2024
Q4 | $218K | Buy |
1,342
+11
| +0.8% | +$1.79K | 0.01% | 392 |
|
|
2024
Q3 | $217K | Buy |
+1,331
| New | +$217K | 0.01% | 387 |
|
|
2023
Q2 | – | Sell |
-4,021
| Closed | -$636K | – | 389 |
|
|
2023
Q1 | $636K | Sell |
4,021
-41
| -1% | -$6.49K | 0.03% | 219 |
|
|
2022
Q4 | $521K | Hold |
4,062
| – | – | 0.03% | 231 |
|
|
2022
Q3 | $521K | Buy |
4,062
+56
| +1% | +$7.18K | 0.03% | 231 |
|
|
2022
Q2 | $564K | Buy |
4,006
+35
| +0.9% | +$4.93K | 0.03% | 231 |
|
|
2022
Q1 | $552K | Buy |
3,971
+28
| +0.7% | +$3.89K | 0.03% | 241 |
|
|
2021
Q4 | $687K | Sell |
3,943
-193
| -5% | -$33.6K | 0.03% | 221 |
|
|
2021
Q3 | $684K | Buy |
4,136
+208
| +5% | +$34.4K | 0.04% | 192 |
|
|
2021
Q2 | $706K | Sell |
3,928
-2,999
| -43% | -$539K | 0.05% | 172 |
|
|
2021
Q1 | $1.34M | Buy |
6,927
+31
| +0.4% | +$5.98K | 0.09% | 108 |
|
|
2020
Q4 | $1.39M | Buy |
6,896
+4
| +0.1% | +$807 | 0.1% | 105 |
|
|
2020
Q3 | $1.45M | Buy |
6,892
+83
| +1% | +$17.4K | 0.12% | 99 |
|
|
2020
Q2 | $1.49M | Buy |
6,809
+70
| +1% | +$15.3K | 0.13% | 89 |
|
|
2020
Q1 | $1.17M | Buy |
6,739
+3,300
| +96% | +$571K | 0.12% | 95 |
|
|
2019
Q4 | $528K | Buy |
+3,439
| New | +$528K | 0.05% | 156 |
|