EverSource Wealth Advisors’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	$256K	Buy	1,539 +517	+51%	+$92.5K	0.01%	924
2025 Q4	$164K	Buy	1,022 +188	+23%	+$27.8K	0.01%	1046
2025 Q3	$110K	Sell	834 -269	-24%	-$31.6K	﹤0.01%	1226
2025 Q2	$106K	Sell	1,103 -2,085	-65%	-$195K	﹤0.01%	1169
2025 Q1	$326K	Buy	3,188 +440	+16%	+$44.5K	0.02%	492
2024 Q4	$284K	Buy	2,748 +62	+2%	+$6.67K	0.02%	524
2024 Q3	$296K	Buy	2,686 +19	+0.7%	+$1.84K	0.02%	452
2024 Q2	$237K	Buy	2,667 +26	+1%	+$2.08K	0.02%	499
2024 Q1	$188K	Buy	2,641 +2,571	+3,673%	+$201K	0.01%	513
2023 Q4	$6.05K	Sell	70 -52	-43%	-$4.36K	﹤0.01%	1780
2023 Q3	$10.5K	Buy	122 +76	+165%	+$7.09K	﹤0.01%	1404
2023 Q2	$4.34K	Buy	46 +8	+21%	+$773	﹤0.01%	1788
2023 Q1	$3.78K	Buy	38 +3	+9%	+$295	﹤0.01%	1735
2022 Q4	$3.21K	Sell	35 -364	-91%	-$34.7K	﹤0.01%	1761
2022 Q3	$39K	Hold	399	–	–	0.01%	696
2022 Q2	$41K	Buy	399 +2	+0.5%	+$209	0.01%	669
2022 Q1	$43K	Sell	397 -277	-41%	-$28.1K	0.01%	496
2021 Q4	$73K	Buy	+674	New	+$65.5K	0.02%	355