Brendel Financial Advisors’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
$292K Sell
3,044
-28,617
-90% -$2.75M 0.16% 81
2025
Q1
$3.24M Sell
31,661
-2,663
-8% -$273K 1.97% 17
2024
Q4
$3.55M Sell
34,324
-1,508
-4% -$156K 2.14% 15
2024
Q3
$3.96M Buy
35,832
+572
+2% +$63.1K 2.24% 10
2024
Q2
$3.11M Buy
+35,260
New +$3.11M 1.98% 21