Avantax Planning Partners’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 | $718K | Buy |
7,483
+790
| +12% | +$75.8K | 0.02% | 218 |
|
|
2025
Q1 | $685K | Sell |
6,693
-89,679
| -93% | -$9.18M | 0.02% | 215 |
|
|
2024
Q4 | $9.96M | Sell |
96,372
-3,948
| -4% | -$408K | 0.36% | 42 |
|
|
2024
Q3 | $11.1M | Sell |
100,320
-2,690
| -3% | -$297K | 0.4% | 38 |
|
|
2024
Q2 | $9.08M | Sell |
103,010
-1,509
| -1% | -$133K | 0.29% | 62 |
|
|
2024
Q1 | $7.96M | Buy |
+104,519
| New | +$7.96M | 0.26% | 67 |
|
|
2018
Q2 | – | Sell |
-34
| Closed | -$3K | – | 445 |
|
|
2018
Q1 | $3K | Buy |
+34
| New | +$3K | ﹤0.01% | 1495 |
|