Exencial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $359K | Sell |
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|
2025
Q2 | $268K | Sell |
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|
2025
Q1 | $304K | Sell |
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|
2024
Q4 | $315K | Buy |
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|
2024
Q3 | $336K | Sell |
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|
2024
Q2 | $291K | Sell |
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|
2024
Q1 | $259K | Sell |
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|
2023
Q4 | $308K | Buy |
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|
2023
Q3 | $298K | Sell |
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|
2023
Q2 | $328K | Buy |
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|
2023
Q1 | $343K | Buy |
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|
2022
Q4 | $316K | Sell |
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|
2022
Q3 | $332K | Sell |
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|
2022
Q2 | $380K | Sell |
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|
2022
Q1 | $412K | Sell |
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|
2021
Q4 | $416K | Sell |
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|
2021
Q3 | $688K | Buy |
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