Creative Planning’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 | $3.23M | Buy |
33,630
+956
| +3% | +$91.7K | ﹤0.01% | 984 |
|
|
2025
Q1 | $3.35M | Sell |
32,674
-3,551
| -10% | -$364K | ﹤0.01% | 884 |
|
|
2024
Q4 | $3.74M | Buy |
36,225
+1,526
| +4% | +$158K | ﹤0.01% | 787 |
|
|
2024
Q3 | $3.83M | Sell |
34,699
-86
| -0.2% | -$9.49K | ﹤0.01% | 743 |
|
|
2024
Q2 | $3.07M | Buy |
34,785
+6,510
| +23% | +$574K | ﹤0.01% | 812 |
|
|
2024
Q1 | $2.15M | Sell |
28,275
-4,162
| -13% | -$317K | ﹤0.01% | 933 |
|
|
2023
Q4 | $2.8M | Sell |
32,437
-1,494
| -4% | -$129K | 0.01% | 772 |
|
|
2023
Q3 | $2.92M | Buy |
33,931
+675
| +2% | +$58.1K | ﹤0.01% | 704 |
|
|
2023
Q2 | $3.14M | Sell |
33,256
-406
| -1% | -$38.3K | ﹤0.01% | 658 |
|
|
2023
Q1 | $3.34M | Sell |
33,662
-129
| -0.4% | -$12.8K | ﹤0.01% | 609 |
|
|
2022
Q4 | $3.09M | Sell |
33,791
-5,862
| -15% | -$537K | ﹤0.01% | 605 |
|
|
2022
Q3 | $3.82M | Sell |
39,653
-759
| -2% | -$73.1K | 0.01% | 500 |
|
|
2022
Q2 | $4.1M | Buy |
40,412
+872
| +2% | +$88.4K | 0.01% | 506 |
|
|
2022
Q1 | $4.26M | Buy |
39,540
+29,779
| +305% | +$3.21M | 0.01% | 496 |
|
|
2021
Q4 | $1.05M | Sell |
9,761
-1,178
| -11% | -$127K | ﹤0.01% | 937 |
|
|
2021
Q3 | $952K | Sell |
10,939
-2,591
| -19% | -$225K | ﹤0.01% | 972 |
|
|
2021
Q2 | $1.27M | Sell |
13,530
-4,507
| -25% | -$422K | ﹤0.01% | 837 |
|
|
2021
Q1 | $1.72M | Sell |
18,037
-3,831
| -18% | -$366K | ﹤0.01% | 776 |
|
|
2020
Q4 | $2.05M | Buy |
21,868
+14,046
| +180% | +$1.32M | ﹤0.01% | 655 |
|
|
2020
Q3 | $799K | Sell |
7,822
-2,539
| -25% | -$259K | ﹤0.01% | 890 |
|
|
2020
Q2 | $819K | Sell |
10,361
-751
| -7% | -$59.4K | ﹤0.01% | 807 |
|
|
2020
Q1 | $736K | Buy |
11,112
+63
| +0.6% | +$4.17K | ﹤0.01% | 763 |
|
|
2019
Q4 | $864K | Sell |
11,049
-494
| -4% | -$38.6K | ﹤0.01% | 851 |
|
|
2019
Q3 | $979K | Buy |
11,543
+178
| +2% | +$15.1K | ﹤0.01% | 767 |
|
|
2019
Q2 | $959K | Sell |
11,365
-17
| -0.1% | -$1.43K | ﹤0.01% | 768 |
|
|
2019
Q1 | $990K | Buy |
11,382
+445
| +4% | +$38.7K | ﹤0.01% | 738 |
|
|
2018
Q4 | $920K | Sell |
10,937
-67
| -0.6% | -$5.64K | ﹤0.01% | 699 |
|
|
2018
Q3 | $1.08M | Buy |
11,004
+20
| +0.2% | +$1.96K | ﹤0.01% | 732 |
|
|
2018
Q2 | $919K | Sell |
10,984
-277
| -2% | -$23.2K | ﹤0.01% | 782 |
|
|
2018
Q1 | $1.06M | Sell |
11,261
-1,034
| -8% | -$96.9K | ﹤0.01% | 701 |
|
|
2017
Q4 | $1.1M | Buy |
12,295
+574
| +5% | +$51.1K | ﹤0.01% | 679 |
|
|
2017
Q3 | $892K | Buy |
11,721
+10,426
| +805% | +$793K | ﹤0.01% | 769 |
|
|
2017
Q2 | $89K | Buy |
1,295
+435
| +51% | +$29.9K | ﹤0.01% | 2051 |
|
|
2017
Q1 | $66K | Buy |
860
+56
| +7% | +$4.3K | ﹤0.01% | 2245 |
|
|
2016
Q4 | $59K | Buy |
804
+176
| +28% | +$12.9K | ﹤0.01% | 2242 |
|
|
2016
Q3 | $44K | Buy |
628
+38
| +6% | +$2.66K | ﹤0.01% | 2439 |
|
|
2016
Q2 | $44K | Sell |
590
-105
| -15% | -$7.83K | ﹤0.01% | 2198 |
|
|
2016
Q1 | $52K | Buy |
695
+54
| +8% | +$4.04K | ﹤0.01% | 2055 |
|
|
2015
Q4 | $40K | Buy |
641
+67
| +12% | +$4.18K | ﹤0.01% | 2269 |
|
|
2015
Q3 | $39K | Buy |
+574
| New | +$39K | ﹤0.01% | 2207 |
|
|
2015
Q2 | – | Sell |
-777
| Closed | -$57K | – | 1363 |
|
|
2015
Q1 | $57K | Buy |
777
+247
| +47% | +$18.1K | ﹤0.01% | 1920 |
|
|
2014
Q4 | $40K | Buy |
530
+74
| +16% | +$5.59K | ﹤0.01% | 2129 |
|
|
2014
Q3 | $30K | Buy |
456
+349
| +326% | +$23K | ﹤0.01% | 2228 |
|
|
2014
Q2 | $7K | Sell |
107
-2,200
| -95% | -$144K | ﹤0.01% | 2962 |
|
|
2014
Q1 | $121K | Buy |
2,307
+1,802
| +357% | +$94.5K | ﹤0.01% | 1271 |
|
|
2013
Q4 | $29K | Sell |
505
-363
| -42% | -$20.8K | ﹤0.01% | 1966 |
|
|
2013
Q3 | $52K | Sell |
868
-470
| -35% | -$28.2K | ﹤0.01% | 1477 |
|
|
2013
Q2 | $75K | Buy |
+1,338
| New | +$75K | ﹤0.01% | 1143 |
|