Alliance Wealth Advisors (Utah)’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 | $621K | Buy |
6,475
+4
| +0.1% | +$384 | 0.15% | 138 |
|
|
2025
Q1 | $663K | Buy |
6,471
+121
| +2% | +$12.4K | 0.17% | 127 |
|
|
2024
Q4 | $656K | Buy |
6,350
+36
| +0.6% | +$3.72K | 0.17% | 137 |
|
|
2024
Q3 | $697K | Buy |
6,314
+165
| +3% | +$18.2K | 0.18% | 126 |
|
|
2024
Q2 | $542K | Buy |
6,149
+34
| +0.6% | +$3K | 0.16% | 133 |
|
|
2024
Q1 | $466K | Buy |
6,115
+297
| +5% | +$22.6K | 0.14% | 146 |
|
|
2023
Q4 | $503K | Buy |
5,818
+165
| +3% | +$14.3K | 0.17% | 128 |
|
|
2023
Q3 | $487K | Sell |
5,653
-388
| -6% | -$33.4K | 0.18% | 120 |
|
|
2023
Q2 | $570K | Buy |
6,041
+451
| +8% | +$42.5K | 0.21% | 108 |
|
|
2023
Q1 | $555K | Buy |
5,590
+144
| +3% | +$14.3K | 0.22% | 109 |
|
|
2022
Q4 | $499K | Buy |
+5,446
| New | +$499K | 0.22% | 107 |
|