Avidian Wealth Enterprises’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
$372K Sell
3,879
-85
-2% -$8.16K 0.02% 398
2025
Q1
$406K Sell
3,964
-35
-0.9% -$3.58K 0.02% 355
2024
Q4
$413K Sell
3,999
-11
-0.3% -$1.14K 0.02% 335
2024
Q3
$443K Sell
4,010
-285
-7% -$31.5K 0.02% 314
2024
Q2
$379K Buy
4,295
+60
+1% +$5.29K 0.02% 333
2024
Q1
$322K Buy
4,235
+6
+0.1% +$457 0.02% 339
2023
Q4
$365K Sell
4,229
-90
-2% -$7.78K 0.02% 307
2023
Q3
$372K Sell
4,319
-4,311
-50% -$371K 0.03% 295
2023
Q2
$814K Buy
8,630
+179
+2% +$16.9K 0.05% 208
2023
Q1
$840K Sell
8,451
-163
-2% -$16.2K 0.05% 221
2022
Q4
$789K Sell
8,614
-1,521
-15% -$139K 0.05% 207
2022
Q3
$976K Buy
10,135
+449
+5% +$43.2K 0.07% 151
2022
Q2
$982K Sell
9,686
-3,126
-24% -$317K 0.07% 170
2022
Q1
$1.38M Buy
12,812
+2,875
+29% +$310K 0.08% 147
2021
Q4
$1.07M Buy
9,937
+313
+3% +$33.7K 0.07% 175
2021
Q3
$837K Buy
9,624
+3,176
+49% +$276K 0.06% 148
2021
Q2
$604K Buy
6,448
+896
+16% +$83.9K 0.05% 187
2021
Q1
$530K Buy
5,552
+275
+5% +$26.3K 0.05% 199
2020
Q4
$495K Buy
+5,277
New +$495K 0.05% 188
2019
Q2
Sell
-4,309
Closed -$375K 147
2019
Q1
$375K Buy
+4,309
New +$375K 0.08% 80