Evercore Wealth Management’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	$213K	Hold	1,280	–	–	﹤0.01%	383
2025 Q4	$206K	Buy	+1,280	New	+$189K	﹤0.01%	388
2018 Q1	–	Sell	-553	Closed	-$49K	–	421
2017 Q4	$49K	Hold	553	–	–	﹤0.01%	583
2017 Q3	$42K	Sell	553 -375	-40%	-$26K	﹤0.01%	597
2017 Q2	$64K	Hold	928	–	–	﹤0.01%	544
2017 Q1	$72K	Hold	928	–	–	﹤0.01%	539
2016 Q4	$68K	Hold	928	–	–	﹤0.01%	550
2016 Q3	$65K	Hold	928	–	–	﹤0.01%	551
2016 Q2	$69K	Buy	928 +375	+68%	+$27.4K	﹤0.01%	517
2016 Q1	$41K	Sell	553 -60	-10%	-$4.12K	﹤0.01%	603
2015 Q4	$38K	Buy	613 +60	+11%	+$4.04K	﹤0.01%	644
2015 Q3	$38K	Hold	553	–	–	﹤0.01%	632
2015 Q2	$34K	Hold	553	–	–	﹤0.01%	698
2015 Q1	$40K	Hold	553	–	–	﹤0.01%	662
2014 Q4	$41K	Hold	553	–	–	﹤0.01%	570
2014 Q3	$37K	Sell	553 -36	-6%	-$2.4K	﹤0.01%	647
2014 Q2	$38K	Hold	589	–	–	﹤0.01%	647
2014 Q1	$31K	Sell	589 -57	-9%	-$3.1K	﹤0.01%	664
2013 Q4	$37K	Sell	646 -675	-51%	-$39.7K	﹤0.01%	603
2013 Q3	$78K	Buy	1,321 +175	+15%	+$10.3K	﹤0.01%	518
2013 Q2	$64K	Buy	+1,146	New	+$66.1K	﹤0.01%	539