BlackDiamond 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 |
-2,542
| Closed | -$263K | – | 160 |
|
2024
Q4 | $263K | Sell |
2,542
-469
| -16% | -$48.5K | 0.15% | 129 |
|
2024
Q3 | $328K | Sell |
3,011
-513
| -15% | -$56K | 0.2% | 111 |
|
2024
Q2 | $347K | Buy |
3,524
+323
| +10% | +$31.8K | 0.23% | 96 |
|
2024
Q1 | $244K | Sell |
3,201
-32
| -1% | -$2.44K | 0.17% | 129 |
|
2023
Q4 | $239K | Buy |
3,233
+77
| +2% | +$5.7K | 0.18% | 123 |
|
2023
Q3 | $254K | Sell |
3,156
-46
| -1% | -$3.71K | 0.23% | 97 |
|
2023
Q2 | $314K | Buy |
3,202
+749
| +31% | +$73.3K | 0.27% | 86 |
|
2023
Q1 | $235K | Buy |
2,453
+183
| +8% | +$17.5K | 0.24% | 100 |
|
2022
Q4 | $211K | Buy |
2,270
+23
| +1% | +$2.13K | 0.24% | 107 |
|
2022
Q3 | $213K | Sell |
2,247
-103
| -4% | -$9.76K | 0.26% | 97 |
|
2022
Q2 | $239K | Sell |
2,350
-32
| -1% | -$3.25K | 0.3% | 94 |
|
2022
Q1 | $257K | Buy |
+2,382
| New | +$257K | 0.31% | 92 |
|