Concurrent Investment 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
$864K Sell
9,006
-28
-0.3% -$2.69K 0.02% 640
2025
Q1
$925K Sell
9,034
-217
-2% -$22.2K 0.02% 563
2024
Q4
$956K Sell
9,251
-81
-0.9% -$8.37K 0.03% 493
2024
Q3
$1.03M Sell
9,332
-194
-2% -$21.4K 0.03% 448
2024
Q2
$839K Buy
9,526
+583
+7% +$51.4K 0.03% 467
2024
Q1
$681K Buy
8,943
+5,462
+157% +$416K 0.03% 463
2023
Q4
$301K Buy
+3,481
New +$301K 0.01% 646