Waverly 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 | $4.08M | Sell |
33,947
-385
| -1% | -$46.2K | 0.04% | 341 |
|
|
2025
Q1 | $5.06M | Sell |
34,332
-422
| -1% | -$62.1K | 0.06% | 296 |
|
|
2024
Q4 | $5.64M | Buy |
34,754
+778
| +2% | +$126K | 0.09% | 199 |
|
|
2024
Q3 | $5.54M | Buy |
33,976
+1,369
| +4% | +$223K | 0.1% | 184 |
|
|
2024
Q2 | $4.45M | Buy |
32,607
+30,674
| +1,587% | +$4.19M | 0.09% | 204 |
|
|
2024
Q1 | $296K | Buy |
+1,933
| New | +$296K | 0.01% | 576 |
|
|
2023
Q3 | – | Sell |
-1,274
| Closed | -$203K | – | 408 |
|
|
2023
Q2 | $203K | Buy |
+1,274
| New | +$203K | 0.01% | 342 |
|
|
2020
Q4 | – | Sell |
-1,073
| Closed | -$222K | – | 154 |
|
|
2020
Q3 | $222K | Hold |
1,073
| – | – | 0.03% | 127 |
|
|
2020
Q2 | $241K | Buy |
+1,073
| New | +$241K | 0.03% | 120 |
|
|
2018
Q4 | – | Sell |
-5,068
| Closed | -$762K | – | 134 |
|
|
2018
Q3 | $762K | Sell |
5,068
-10
| -0.2% | -$1.5K | 0.11% | 96 |
|
|
2018
Q2 | $687K | Buy |
5,078
+8
| +0.2% | +$1.08K | 0.11% | 100 |
|
|
2018
Q1 | $675K | Buy |
5,070
+806
| +19% | +$107K | 0.11% | 103 |
|
|
2017
Q4 | $634K | Buy |
4,264
+157
| +4% | +$23.3K | 0.09% | 133 |
|
|
2017
Q3 | $542K | Hold |
4,107
| – | – | 0.12% | 129 |
|
|
2017
Q2 | $547K | Buy |
4,107
+37
| +0.9% | +$4.93K | 0.14% | 127 |
|
|
2017
Q1 | $549K | Buy |
+4,070
| New | +$549K | 0.14% | 124 |
|
|
2014
Q4 | – | Sell |
-44
| Closed | -$4K | – | 469 |
|
|
2014
Q3 | $4K | Hold |
44
| – | – | ﹤0.01% | 655 |
|
|
2014
Q2 | $4K | Hold |
44
| – | – | ﹤0.01% | 619 |
|
|
2014
Q1 | $4K | Sell |
44
-1,627
| -97% | -$148K | ﹤0.01% | 583 |
|
|
2013
Q4 | $155K | Buy |
1,671
+44
| +3% | +$4.08K | 0.05% | 170 |
|
|
2013
Q3 | $133K | Buy |
+1,627
| New | +$133K | 0.07% | 127 |
|