Baker Tilly Wealth Management’s C.H. Robinson CHRW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-2,407	Closed	-$212K	–	241
2024 Q2	$212K	Sell	2,407 -6,765	-74%	-$540K	0.09%	261
2024 Q1	$698K	Buy	9,172 +512	+6%	+$40K	0.13%	175
2023 Q4	$748K	Sell	8,660 -1,083	-11%	-$90.8K	0.12%	179
2023 Q3	$839K	Sell	9,743 -479	-5%	-$44.7K	0.14%	152
2023 Q2	$964K	Buy	10,222 +14	+0.1%	+$1.35K	0.1%	205
2023 Q1	$1.01M	Buy	10,208 +81	+0.8%	+$7.97K	0.11%	196
2022 Q4	$927K	Sell	10,127 -595	-6%	-$56.7K	0.11%	199
2022 Q3	$1.03M	Buy	10,722 +29	+0.3%	+$3.12K	0.14%	153
2022 Q2	$1.08M	Sell	10,693 -5,279	-33%	-$551K	0.14%	151
2022 Q1	$1.72M	Buy	15,972 +1,168	+8%	+$119K	0.19%	107
2021 Q4	$1.59M	Buy	14,804 +2,239	+18%	+$217K	0.17%	123
2021 Q3	$1.09M	Buy	12,565 +1,873	+18%	+$169K	0.14%	146
2021 Q2	$1M	Buy	10,692 +1,940	+22%	+$189K	0.16%	144
2021 Q1	$835K	Buy	8,752 +189	+2%	+$17.6K	0.17%	149
2020 Q4	$804K	Buy	+8,563	New	+$817K	0.25%	101