AE Wealth Management’s C.H. Robinson CHRW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.76M | Buy |
49,654
+7,061
| +17% | +$677K | 0.03% | 360 |
|
|
2025
Q1 | $4.36M | Buy |
42,593
+3,682
| +9% | +$377K | 0.04% | 364 |
|
|
2024
Q4 | $4.02M | Buy |
38,911
+5,708
| +17% | +$590K | 0.03% | 382 |
|
|
2024
Q3 | $3.66M | Buy |
33,203
+2,596
| +8% | +$287K | 0.03% | 392 |
|
|
2024
Q2 | $2.7M | Buy |
30,607
+5,780
| +23% | +$509K | 0.03% | 453 |
|
|
2024
Q1 | $1.89M | Sell |
24,827
-64,486
| -72% | -$4.91M | 0.02% | 505 |
|
|
2023
Q4 | $7.81M | Buy |
89,313
+57,238
| +178% | +$5M | 0.04% | 462 |
|
|
2023
Q3 | $2.76M | Buy |
32,075
+3,658
| +13% | +$315K | 0.02% | 735 |
|
|
2023
Q2 | $2.68M | Buy |
28,417
+925
| +3% | +$87.3K | 0.02% | 745 |
|
|
2023
Q1 | $2.73M | Sell |
27,492
-274
| -1% | -$27.2K | 0.02% | 689 |
|
|
2022
Q4 | $2.54M | Buy |
27,766
+1,173
| +4% | +$107K | 0.02% | 663 |
|
|
2022
Q3 | $2.56M | Buy |
26,593
+2,147
| +9% | +$207K | 0.02% | 622 |
|
|
2022
Q2 | $2.48M | Buy |
24,446
+5,408
| +28% | +$548K | 0.02% | 599 |
|
|
2022
Q1 | $2.05M | Sell |
19,038
-36
| -0.2% | -$3.88K | 0.01% | 695 |
|
|
2021
Q4 | $2.05M | Buy |
19,074
+280
| +1% | +$30.1K | 0.01% | 691 |
|
|
2021
Q3 | $1.64M | Sell |
18,794
-1,338
| -7% | -$116K | 0.01% | 707 |
|
|
2021
Q2 | $1.89M | Sell |
20,132
-60
| -0.3% | -$5.62K | 0.02% | 652 |
|
|
2021
Q1 | $1.93M | Buy |
20,192
+724
| +4% | +$69.1K | 0.02% | 572 |
|
|
2020
Q4 | $1.83M | Sell |
19,468
-123
| -0.6% | -$11.5K | 0.02% | 522 |
|
|
2020
Q3 | $2M | Sell |
19,591
-5,320
| -21% | -$544K | 0.03% | 415 |
|
|
2020
Q2 | $1.97M | Sell |
24,911
-2,646
| -10% | -$209K | 0.03% | 412 |
|
|
2020
Q1 | $1.82M | Buy |
27,557
+1,896
| +7% | +$125K | 0.04% | 324 |
|
|
2019
Q4 | $2.01M | Buy |
25,661
+2,588
| +11% | +$202K | 0.04% | 343 |
|
|
2019
Q3 | $1.96M | Buy |
23,073
+14,281
| +162% | +$1.21M | 0.06% | 281 |
|
|
2019
Q2 | $742K | Buy |
8,792
+77
| +0.9% | +$6.5K | 0.02% | 481 |
|
|
2019
Q1 | $758K | Buy |
8,715
+7
| +0.1% | +$609 | 0.05% | 257 |
|
|
2018
Q4 | $732K | Buy |
8,708
+213
| +3% | +$17.9K | 0.13% | 188 |
|
|
2018
Q3 | $832K | Buy |
8,495
+43
| +0.5% | +$4.21K | 0.05% | 245 |
|
|
2018
Q2 | $707K | Sell |
8,452
-81
| -0.9% | -$6.78K | 0.05% | 215 |
|
|
2018
Q1 | $800K | Buy |
8,533
+148
| +2% | +$13.9K | 0.06% | 200 |
|
|
2017
Q4 | $747K | Sell |
8,385
-187
| -2% | -$16.7K | 0.07% | 197 |
|
|
2017
Q3 | $652K | Sell |
8,572
-200
| -2% | -$15.2K | 0.06% | 209 |
|
|
2017
Q2 | $602K | Buy |
+8,772
| New | +$602K | 0.07% | 209 |
|