Fingerlakes Wealth Management’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
Q1 | – | Sell |
-3,080
| Closed | -$318K | – | 87 |
|
|
2024
Q4 | $318K | Sell |
3,080
-73
| -2% | -$7.54K | 0.26% | 71 |
|
|
2024
Q3 | $348K | Sell |
3,153
-8
| -0.3% | -$883 | 0.29% | 69 |
|
|
2024
Q2 | $279K | Sell |
3,161
-200
| -6% | -$17.6K | 0.25% | 75 |
|
|
2024
Q1 | $256K | Sell |
3,361
-275
| -8% | -$20.9K | 0.25% | 80 |
|
|
2023
Q4 | $314K | Hold |
3,636
| – | – | 0.34% | 66 |
|
|
2023
Q3 | $313K | Sell |
3,636
-204
| -5% | -$17.6K | 0.38% | 64 |
|
|
2023
Q2 | $362K | Sell |
3,840
-78
| -2% | -$7.36K | 0.41% | 62 |
|
|
2023
Q1 | $389K | Buy |
3,918
+25
| +0.6% | +$2.49K | 0.49% | 60 |
|
|
2022
Q4 | $356K | Buy |
3,893
+21
| +0.5% | +$1.92K | 0.49% | 65 |
|
|
2022
Q3 | $373K | Sell |
3,872
-245
| -6% | -$23.6K | 0.54% | 55 |
|
|
2022
Q2 | $417K | Sell |
4,117
-53
| -1% | -$5.37K | 0.57% | 55 |
|
|
2022
Q1 | $449K | Sell |
4,170
-124
| -3% | -$13.4K | 0.53% | 57 |
|
|
2021
Q4 | $464K | Buy |
+4,294
| New | +$464K | 0.52% | 55 |
|