BFA
Benedict Financial Advisors’s C.H. Robinson CHRW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
13,284
+41
| +0.3% | +$3.93K | 0.29% | 90 |
|
|
2025
Q1 | $1.36M | Buy |
13,243
+124
| +0.9% | +$12.7K | 0.31% | 88 |
|
|
2024
Q4 | $1.36M | Sell |
13,119
-151
| -1% | -$15.6K | 0.33% | 86 |
|
|
2024
Q3 | $1.46M | Sell |
13,270
-185
| -1% | -$20.4K | 0.35% | 86 |
|
|
2024
Q2 | $1.19M | Sell |
13,455
-1,111
| -8% | -$97.9K | 0.3% | 89 |
|
|
2024
Q1 | $1.11M | Sell |
14,566
-1,926
| -12% | -$147K | 0.28% | 92 |
|
|
2023
Q4 | $1.42M | Sell |
16,492
-79
| -0.5% | -$6.83K | 0.39% | 85 |
|
|
2023
Q3 | $1.43M | Sell |
16,571
-14
| -0.1% | -$1.21K | 0.41% | 84 |
|
|
2023
Q2 | $1.56M | Buy |
16,585
+383
| +2% | +$36.1K | 0.43% | 80 |
|
|
2023
Q1 | $1.61M | Buy |
16,202
+824
| +5% | +$81.9K | 0.45% | 77 |
|
|
2022
Q4 | $1.41M | Buy |
15,378
+3
| +0% | +$275 | 0.42% | 75 |
|
|
2022
Q3 | $1.48M | Sell |
15,375
-214
| -1% | -$20.6K | 0.47% | 69 |
|
|
2022
Q2 | $1.58M | Buy |
15,589
+137
| +0.9% | +$13.9K | 0.47% | 69 |
|
|
2022
Q1 | $1.66M | Buy |
15,452
+400
| +3% | +$43.1K | 0.44% | 75 |
|
|
2021
Q4 | $1.62M | Buy |
15,052
+155
| +1% | +$16.7K | 0.42% | 79 |
|
|
2021
Q3 | $1.3M | Buy |
14,897
+940
| +7% | +$81.8K | 0.36% | 86 |
|
|
2021
Q2 | $1.31M | Buy |
13,957
+123
| +0.9% | +$11.5K | 0.36% | 85 |
|
|
2021
Q1 | $1.32M | Buy |
13,834
+544
| +4% | +$51.9K | 0.38% | 81 |
|
|
2020
Q4 | $1.25M | Buy |
13,290
+54
| +0.4% | +$5.07K | 0.45% | 69 |
|
|
2020
Q3 | $1.35M | Buy |
13,236
+95
| +0.7% | +$9.71K | 0.52% | 63 |
|
|
2020
Q2 | $1.04M | Buy |
13,141
+79
| +0.6% | +$6.25K | 0.43% | 71 |
|
|
2020
Q1 | $865K | Buy |
13,062
+1,205
| +10% | +$79.8K | 0.41% | 74 |
|
|
2019
Q4 | $927K | Buy |
11,857
+404
| +4% | +$31.6K | 0.36% | 78 |
|
|
2019
Q3 | $971K | Buy |
11,453
+78
| +0.7% | +$6.61K | 0.4% | 77 |
|
|
2019
Q2 | $959K | Buy |
11,375
+489
| +4% | +$41.2K | 0.4% | 77 |
|
|
2019
Q1 | $947K | Buy |
10,886
+198
| +2% | +$17.2K | 0.41% | 75 |
|
|
2018
Q4 | $899K | Buy |
10,688
+546
| +5% | +$45.9K | 0.44% | 71 |
|
|
2018
Q3 | $993K | Buy |
10,142
+185
| +2% | +$18.1K | 0.45% | 72 |
|
|
2018
Q2 | $833K | Buy |
9,957
+15
| +0.2% | +$1.26K | 0.41% | 73 |
|
|
2018
Q1 | $932K | Buy |
9,942
+86
| +0.9% | +$8.06K | 0.47% | 69 |
|
|
2017
Q4 | $878K | Sell |
9,856
-153
| -2% | -$13.6K | 0.42% | 69 |
|
|
2017
Q3 | $762K | Buy |
10,009
+324
| +3% | +$24.7K | 0.39% | 72 |
|
|
2017
Q2 | $635K | Buy |
9,685
+1,784
| +23% | +$117K | 0.33% | 73 |
|
|
2017
Q1 | $611K | Buy |
7,901
+1,903
| +32% | +$147K | 0.33% | 71 |
|
|
2016
Q4 | $439K | Buy |
5,998
+1,587
| +36% | +$116K | 0.25% | 76 |
|
|
2016
Q3 | $311K | Buy |
+4,411
| New | +$311K | 0.18% | 83 |
|