Williams Jones Wealth Management’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 |
-1,263
| Closed | -$205K | – | 503 |
|
|
2024
Q4 | $205K | Sell |
1,263
-179
| -12% | -$29.1K | ﹤0.01% | 462 |
|
|
2024
Q3 | $235K | Buy |
+1,442
| New | +$235K | ﹤0.01% | 469 |
|
|
2024
Q2 | – | Sell |
-1,413
| Closed | -$216K | – | 524 |
|
|
2024
Q1 | $216K | Hold |
1,413
| – | – | ﹤0.01% | 486 |
|
|
2023
Q4 | $201K | Buy |
+1,413
| New | +$201K | ﹤0.01% | 495 |
|
|
2023
Q3 | – | Sell |
-1,413
| Closed | -$225K | – | 555 |
|
|
2023
Q2 | $225K | Sell |
1,413
-300
| -18% | -$47.7K | ﹤0.01% | 466 |
|
|
2023
Q1 | $271K | Hold |
1,713
| – | – | ﹤0.01% | 461 |
|
|
2022
Q4 | $240K | Hold |
1,713
| – | – | ﹤0.01% | 476 |
|
|
2022
Q3 | $220K | Hold |
1,713
| – | – | ﹤0.01% | 486 |
|
|
2022
Q2 | $241K | Buy |
1,713
+22
| +1% | +$3.1K | ﹤0.01% | 495 |
|
|
2022
Q1 | $235K | Sell |
1,691
-170
| -9% | -$23.6K | ﹤0.01% | 456 |
|
|
2021
Q4 | $324K | Sell |
1,861
-18
| -1% | -$3.13K | ﹤0.01% | 387 |
|
|
2021
Q3 | $311K | Sell |
1,879
-50
| -3% | -$8.28K | ﹤0.01% | 393 |
|
|
2021
Q2 | $347K | Sell |
1,929
-30
| -2% | -$5.4K | ﹤0.01% | 382 |
|
|
2021
Q1 | $378K | Buy |
1,959
+2
| +0.1% | +$386 | 0.01% | 347 |
|
|
2020
Q4 | $395K | Sell |
1,957
-59
| -3% | -$11.9K | 0.01% | 322 |
|
|
2020
Q3 | $424K | Sell |
2,016
-7
| -0.3% | -$1.47K | 0.01% | 287 |
|
|
2020
Q2 | $444K | Buy |
2,023
+15
| +0.7% | +$3.29K | 0.01% | 273 |
|
|
2020
Q1 | $348K | Buy |
2,008
+110
| +6% | +$19.1K | 0.01% | 273 |
|
|
2019
Q4 | $291K | Sell |
1,898
-75
| -4% | -$11.5K | 0.01% | 362 |
|
|
2019
Q3 | $300K | Buy |
+1,973
| New | +$300K | 0.01% | 336 |
|