Avior 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
Q1 | – | Sell |
-963
| Closed | -$99.5K | – | 1023 |
|
|
2024
Q4 | $99.5K | Buy |
963
+190
| +25% | +$19.6K | ﹤0.01% | 898 |
|
|
2024
Q3 | $85.3K | Buy |
773
+519
| +204% | +$57.3K | ﹤0.01% | 931 |
|
|
2024
Q2 | $22.4K | Sell |
254
-111
| -30% | -$9.78K | ﹤0.01% | 1324 |
|
|
2024
Q1 | $27.8K | Buy |
+365
| New | +$27.8K | ﹤0.01% | 1467 |
|
|
2023
Q4 | – | Sell |
-425
| Closed | -$36.6K | – | 1542 |
|
|
2023
Q3 | $36.6K | Buy |
425
+177
| +71% | +$15.2K | ﹤0.01% | 828 |
|
|
2023
Q2 | $23.4K | Buy |
248
+166
| +202% | +$15.7K | ﹤0.01% | 912 |
|
|
2023
Q1 | $8.15K | Buy |
+82
| New | +$8.15K | ﹤0.01% | 1090 |
|
|
2020
Q4 | – | Sell |
-36
| Closed | -$3K | – | 988 |
|
|
2020
Q3 | $3K | Buy |
+36
| New | +$3K | ﹤0.01% | 783 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 655 |
|
|
2018
Q4 | – | Sell |
-37
| Closed | -$4K | – | 712 |
|
|
2018
Q3 | $4K | Hold |
37
| – | – | ﹤0.01% | 641 |
|
|
2018
Q2 | $3K | Hold |
37
| – | – | ﹤0.01% | 683 |
|
|
2018
Q1 | $3K | Sell |
37
-40
| -52% | -$3.24K | ﹤0.01% | 658 |
|
|
2017
Q4 | $7K | Buy |
77
+37
| +93% | +$3.36K | ﹤0.01% | 620 |
|
|
2017
Q3 | $3K | Buy |
+40
| New | +$3K | ﹤0.01% | 416 |
|
|
2017
Q1 | – | Sell |
-19
| Closed | -$1K | – | 491 |
|
|
2016
Q4 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 477 |
|