CFA
Cahill 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 | $565K | Hold |
5,879
| – | – | 0.07% | 155 |
|
|
2025
Q1 | $600K | Buy |
5,879
+989
| +20% | +$101K | 0.08% | 148 |
|
|
2024
Q4 | $505K | Sell |
4,890
-20
| -0.4% | -$2.07K | 0.07% | 160 |
|
|
2024
Q3 | $542K | Hold |
4,910
| – | – | 0.07% | 159 |
|
|
2024
Q2 | $433K | Buy |
4,910
+26
| +0.5% | +$2.29K | 0.06% | 183 |
|
|
2024
Q1 | $372K | Hold |
4,884
| – | – | 0.05% | 196 |
|
|
2023
Q4 | $422K | Sell |
4,884
-73
| -1% | -$6.31K | 0.06% | 175 |
|
|
2023
Q3 | $427K | Sell |
4,957
-67
| -1% | -$5.77K | 0.07% | 168 |
|
|
2023
Q2 | $474K | Sell |
5,024
-170
| -3% | -$16K | 0.08% | 164 |
|
|
2023
Q1 | $516K | Sell |
5,194
-1,182
| -19% | -$117K | 0.09% | 151 |
|
|
2022
Q4 | $584K | Sell |
6,376
-12,538
| -66% | -$1.15M | 0.11% | 142 |
|
|
2022
Q3 | $1.82M | Buy |
18,914
+12,537
| +197% | +$1.21M | 0.38% | 63 |
|
|
2022
Q2 | $646K | Buy |
+6,377
| New | +$646K | 0.14% | 133 |
|
|
2020
Q3 | – | Sell |
-22,761
| Closed | -$1.8M | – | 166 |
|
|
2020
Q2 | $1.8M | Sell |
22,761
-4,079
| -15% | -$323K | 0.7% | 40 |
|
|
2020
Q1 | $1.78M | Buy |
26,840
+190
| +0.7% | +$12.6K | 0.82% | 36 |
|
|
2019
Q4 | $2.09M | Buy |
26,650
+533
| +2% | +$41.7K | 0.76% | 40 |
|
|
2019
Q3 | $2.22M | Hold |
26,117
| – | – | 0.86% | 33 |
|
|
2019
Q2 | $2.2M | Hold |
26,117
| – | – | 0.87% | 30 |
|
|
2019
Q1 | $2.27M | Sell |
26,117
-955
| -4% | -$83.1K | 0.95% | 28 |
|
|
2018
Q4 | $2.28M | Hold |
27,072
| – | – | 1.14% | 21 |
|
|
2018
Q3 | $2.65M | Sell |
27,072
-781
| -3% | -$76.5K | 1.17% | 20 |
|
|
2018
Q2 | $2.33M | Sell |
27,853
-1,721
| -6% | -$144K | 1.08% | 23 |
|
|
2018
Q1 | $2.77M | Sell |
29,574
-676
| -2% | -$63.4K | 1.32% | 18 |
|
|
2017
Q4 | $2.7M | Sell |
30,250
-531
| -2% | -$47.3K | 1.35% | 17 |
|
|
2017
Q3 | $2.34M | Sell |
30,781
-137
| -0.4% | -$10.4K | 1.24% | 20 |
|
|
2017
Q2 | $2.12M | Sell |
30,918
-275
| -0.9% | -$18.9K | 1.18% | 27 |
|
|
2017
Q1 | $2.41M | Sell |
31,193
-4,064
| -12% | -$314K | 1.39% | 22 |
|
|
2016
Q4 | $2.58M | Hold |
35,257
| – | – | 1.57% | 19 |
|
|
2016
Q3 | $2.49M | Hold |
35,257
| – | – | 1.62% | 19 |
|
|
2016
Q2 | $2.62M | Sell |
35,257
-146
| -0.4% | -$10.8K | 1.83% | 16 |
|
|
2016
Q1 | $2.63M | Buy |
35,403
+19,914
| +129% | +$1.48M | 1.97% | 13 |
|
|
2015
Q4 | $961K | Hold |
15,489
| – | – | 0.79% | 38 |
|
|
2015
Q3 | $1.05M | Hold |
15,489
| – | – | 0.85% | 38 |
|
|
2015
Q2 | $967K | Hold |
15,489
| – | – | 0.72% | 39 |
|
|
2015
Q1 | $1.14M | Sell |
15,489
-2,430
| -14% | -$178K | 0.86% | 35 |
|
|
2014
Q4 | $1.34M | Sell |
17,919
-100
| -0.6% | -$7.49K | 1.04% | 33 |
|
|
2014
Q3 | $1.2M | Sell |
18,019
-1,000
| -5% | -$66.4K | 0.96% | 35 |
|
|
2014
Q2 | $1.21M | Sell |
19,019
-1,727
| -8% | -$110K | 0.95% | 34 |
|
|
2014
Q1 | $1.09M | Hold |
20,746
| – | – | 0.93% | 34 |
|
|
2013
Q4 | $1.21M | Buy |
+20,746
| New | +$1.21M | 1.05% | 32 |
|