Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.11M | Buy |
12,728
+1,997
| +19% | +$357K | 0.01% | 1174 |
|
|
2025
Q4 | $1.73M | Sell |
10,731
-122
| -1% | -$18K | ﹤0.01% | 1211 |
|
|
2025
Q3 | $1.44M | Sell |
10,853
-383
| -3% | -$44.9K | ﹤0.01% | 1235 |
|
|
2025
Q2 | $1.08M | Sell |
11,236
-16,409
| -59% | -$1.54M | ﹤0.01% | 1212 |
|
|
2025
Q1 | $2.83M | Sell |
27,645
-214,337
| -89% | -$21.7M | 0.01% | 712 |
|
|
2024
Q4 | $25M | Sell |
241,982
-12,704
| -5% | -$1.37M | 0.1% | 178 |
|
|
2024
Q3 | $28.1M | Sell |
254,686
-12,853
| -5% | -$1.25M | 0.12% | 154 |
|
|
2024
Q2 | $23.6M | Buy |
267,539
+4,368
| +2% | +$349K | 0.11% | 175 |
|
|
2024
Q1 | $20M | Buy |
263,171
+6,926
| +3% | +$542K | 0.1% | 199 |
|
|
2023
Q4 | $22.1M | Sell |
256,245
-23,700
| -8% | -$1.99M | 0.12% | 170 |
|
|
2023
Q3 | $24.1M | Sell |
279,945
-23,976
| -8% | -$2.24M | 0.15% | 139 |
|
|
2023
Q2 | $28.7M | Sell |
303,921
-22,771
| -7% | -$2.2M | 0.18% | 114 |
|
|
2023
Q1 | $32.5M | Sell |
326,692
-1,086
| -0.3% | -$107K | 0.22% | 93 |
|
|
2022
Q4 | $30M | Buy |
327,778
+15,708
| +5% | +$1.5M | 0.22% | 97 |
|
|
2022
Q3 | $30.1M | Buy |
312,070
+3,102
| +1% | +$333K | 0.24% | 88 |
|
|
2022
Q2 | $31.3M | Buy |
308,968
+83,381
| +37% | +$8.71M | 0.24% | 85 |
|
|
2022
Q1 | $24.3M | Sell |
225,587
-935
| -0.4% | -$95K | 0.17% | 119 |
|
|
2021
Q4 | $24.4M | Buy |
+226,522
| New | +$22M | 0.17% | 119 |
|
|
2021
Q2 | $20.6M | Hold |
219,724
| – | – | 0.16% | 129 |
|
|
2021
Q1 | $20.6M | Hold |
219,724
| – | – | 0.16% | 129 |
|
|
2020
Q4 | $20.6M | Hold |
219,724
| – | – | 0.16% | 129 |
|
|
2020
Q3 | $20.6M | Hold |
219,724
| – | – | 0.16% | 129 |
|
|
2020
Q2 | $20.6M | Hold |
219,724
| – | – | 0.16% | 129 |
|
|
2020
Q1 | $20.6M | Hold |
219,724
| – | – | 0.16% | 129 |
|
|
2019
Q4 | $20.6M | Hold |
219,724
| – | – | 0.16% | 129 |
|
|
2019
Q3 | $20.6M | Hold |
219,724
| – | – | 0.16% | 129 |
|
|
2019
Q2 | $20.6M | Hold |
219,724
| – | – | 0.16% | 129 |
|
|
2019
Q1 | $20.6M | Buy |
219,724
+32,192
| +17% | +$2.83M | 0.16% | 129 |
|
|
2018
Q4 | $15.8M | Buy |
187,532
+182,592
| +3,696% | +$16.3M | 0.4% | 62 |
|
|
2018
Q3 | $484K | Buy |
4,940
+2,747
| +125% | +$258K | 0.01% | 390 |
|
|
2018
Q2 | $183K | Sell |
2,193
-194,262
| -99% | -$17.3M | 0.01% | 432 |
|
|
2018
Q1 | $18.4M | Sell |
196,455
-220,694
| -53% | -$20.3M | 0.73% | 36 |
|
|
2017
Q4 | $37.2M | Sell |
417,149
-26,248
| -6% | -$2.14M | 1.65% | 11 |
|
|
2017
Q3 | $33.7M | Sell |
443,397
-14,441
| -3% | -$1M | 1.6% | 8 |
|
|
2017
Q2 | $31.4M | Buy |
457,838
+40,347
| +10% | +$2.86M | 1.61% | 12 |
|
|
2017
Q1 | $32.3M | Buy |
417,491
+53,651
| +15% | +$4.12M | 1.83% | 6 |
|
|
2016
Q4 | $26.7M | Buy |
363,840
+43,376
| +14% | +$3.14M | 1.64% | 11 |
|
|
2016
Q3 | $22.6M | Buy |
320,464
+54,378
| +20% | +$3.81M | 1.56% | 10 |
|
|
2016
Q2 | $19.8M | Buy |
266,086
+25,729
| +11% | +$1.88M | 1.45% | 9 |
|
|
2016
Q1 | $17.8M | Buy |
240,357
+24,319
| +11% | +$1.67M | 1.57% | 8 |
|
|
2015
Q4 | $13.4M | Buy |
216,038
+24,849
| +13% | +$1.67M | 1.32% | 14 |
|
|
2015
Q3 | $13M | Buy |
191,189
+33,586
| +21% | +$2.25M | 1.32% | 15 |
|
|
2015
Q2 | $9.83M | Buy |
157,603
+74,535
| +90% | +$4.91M | 0.95% | 36 |
|
|
2015
Q1 | $6.08M | Buy |
83,068
+26,782
| +48% | +$1.96M | 0.62% | 60 |
|
|
2014
Q4 | $4.21M | Buy |
56,286
+31,146
| +124% | +$2.22M | 0.52% | 67 |
|
|
2014
Q3 | $1.67M | Buy |
25,140
+17,896
| +247% | +$1.19M | 0.24% | 106 |
|
|
2014
Q2 | $462K | Buy |
+7,244
| New | +$426K | 0.08% | 124 |
|
|
2014
Q1 | – | Sell |
-342
| Closed | -$20K | – | 208 |
|
|
2013
Q4 | $20K | Buy |
342
+205
| +150% | +$12.1K | ﹤0.01% | 365 |
|
|
2013
Q3 | $8K | Buy |
+137
| New | +$8.04K | ﹤0.01% | 336 |
|
Other funds holding CHRW
VCM
VPM
