Whittier Trust’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
-76
| -2% | -$9.13K | ﹤0.01% | 542 |
|
2025
Q1 | $449K | Sell |
3,050
-193
| -6% | -$28.4K | 0.01% | 503 |
|
2024
Q4 | $527K | Hold |
3,243
| – | – | 0.01% | 487 |
|
2024
Q3 | $528K | Hold |
3,243
| – | – | 0.01% | 494 |
|
2024
Q2 | $443K | Sell |
3,243
-1,208
| -27% | -$165K | 0.01% | 506 |
|
2024
Q1 | $681K | Buy |
4,451
+467
| +12% | +$71.5K | 0.01% | 436 |
|
2023
Q4 | $568K | Sell |
3,984
-1
| -0% | -$143 | 0.01% | 455 |
|
2023
Q3 | $522K | Buy |
3,985
+24
| +0.6% | +$3.15K | 0.01% | 457 |
|
2023
Q2 | $630K | Sell |
3,961
-157
| -4% | -$25K | 0.01% | 426 |
|
2023
Q1 | $652K | Sell |
4,118
-659
| -14% | -$104K | 0.01% | 425 |
|
2022
Q4 | $670K | Buy |
4,777
+659
| +16% | +$92.5K | 0.01% | 412 |
|
2022
Q3 | $529K | Sell |
4,118
-15
| -0.4% | -$1.93K | 0.01% | 445 |
|
2022
Q2 | $583K | Sell |
4,133
-300
| -7% | -$42.3K | 0.01% | 435 |
|
2022
Q1 | $616K | Sell |
4,433
-1,000
| -18% | -$139K | 0.01% | 453 |
|
2021
Q4 | $947K | Buy |
5,433
+328
| +6% | +$57.2K | 0.02% | 391 |
|
2021
Q3 | $845K | Hold |
5,105
| – | – | 0.02% | 391 |
|
2021
Q2 | $918K | Hold |
5,105
| – | – | 0.02% | 375 |
|
2021
Q1 | $985K | Hold |
5,105
| – | – | 0.02% | 364 |
|
2020
Q4 | $1.03M | Buy |
5,105
+210
| +4% | +$42.4K | 0.02% | 333 |
|
2020
Q3 | $1.03M | Sell |
4,895
-109
| -2% | -$22.9K | 0.02% | 320 |
|
2020
Q2 | $1.1M | Sell |
5,004
-1,195
| -19% | -$262K | 0.03% | 295 |
|
2020
Q1 | $1.07M | Buy |
6,199
+215
| +4% | +$37.3K | 0.04% | 278 |
|
2019
Q4 | $918K | Sell |
5,984
-171
| -3% | -$26.2K | 0.02% | 318 |
|
2019
Q3 | $935K | Buy |
6,155
+193
| +3% | +$29.3K | 0.03% | 318 |
|
2019
Q2 | $913K | Buy |
5,962
+88
| +1% | +$13.5K | 0.03% | 315 |
|
2019
Q1 | $943K | Buy |
5,874
+304
| +5% | +$48.8K | 0.03% | 295 |
|
2018
Q4 | $859K | Buy |
5,570
+209
| +4% | +$32.2K | 0.03% | 299 |
|
2018
Q3 | $807K | Buy |
5,361
+45
| +0.8% | +$6.77K | 0.03% | 313 |
|
2018
Q2 | $719K | Sell |
5,316
-300
| -5% | -$40.6K | 0.02% | 319 |
|
2018
Q1 | $748K | Buy |
5,616
+10
| +0.2% | +$1.33K | 0.03% | 317 |
|
2017
Q4 | $833K | Hold |
5,606
| – | – | 0.03% | 306 |
|
2017
Q3 | $740K | Buy |
5,606
+265
| +5% | +$35K | 0.03% | 312 |
|
2017
Q2 | $712K | Hold |
5,341
| – | – | 0.03% | 301 |
|
2017
Q1 | $720K | Buy |
5,341
+412
| +8% | +$55.5K | 0.03% | 303 |
|
2016
Q4 | $592K | Sell |
4,929
-668
| -12% | -$80.2K | 0.03% | 319 |
|
2016
Q3 | $700K | Hold |
5,597
| – | – | 0.03% | 303 |
|
2016
Q2 | $775K | Hold |
5,597
| – | – | 0.03% | 287 |
|
2016
Q1 | $705K | Sell |
5,597
-250
| -4% | -$31.5K | 0.03% | 303 |
|
2015
Q4 | $742K | Sell |
5,847
-121
| -2% | -$15.4K | 0.03% | 304 |
|
2015
Q3 | $689K | Sell |
5,968
-3,999
| -40% | -$462K | 0.03% | 296 |
|
2015
Q2 | $1.04M | Buy |
9,967
+4,198
| +73% | +$437K | 0.05% | 271 |
|
2015
Q1 | $637K | Buy |
5,769
+451
| +8% | +$49.8K | 0.03% | 317 |
|
2014
Q4 | $554K | Buy |
5,318
+118
| +2% | +$12.3K | 0.03% | 321 |
|
2014
Q3 | $499K | Buy |
5,200
+300
| +6% | +$28.8K | 0.02% | 327 |
|
2014
Q2 | $448K | Hold |
4,900
| – | – | 0.02% | 341 |
|
2014
Q1 | $431K | Sell |
4,900
-312
| -6% | -$27.4K | 0.02% | 335 |
|
2013
Q4 | $484K | Buy |
5,212
+312
| +6% | +$29K | 0.02% | 324 |
|
2013
Q3 | $400K | Hold |
4,900
| – | – | 0.02% | 355 |
|
2013
Q2 | $407K | Buy |
+4,900
| New | +$407K | 0.02% | 344 |
|