Geneos 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
Q2 | $41.2K | Sell |
429
-475
| -53% | -$45.6K | ﹤0.01% | 1685 |
|
|
2025
Q1 | $92.6K | Buy |
904
+508
| +128% | +$52K | ﹤0.01% | 1608 |
|
|
2024
Q4 | $40.9K | Hold |
396
| – | – | ﹤0.01% | 1397 |
|
|
2024
Q3 | $43.7K | Buy |
396
+46
| +13% | +$5.08K | ﹤0.01% | 1249 |
|
|
2024
Q2 | $30.8K | Sell |
350
-12
| -3% | -$1.06K | ﹤0.01% | 1229 |
|
|
2024
Q1 | $27.6K | Buy |
362
+12
| +3% | +$914 | ﹤0.01% | 1264 |
|
|
2023
Q4 | $30.2K | Hold |
350
| – | – | ﹤0.01% | 1226 |
|
|
2023
Q3 | $30.1K | Sell |
350
-250
| -42% | -$21.5K | ﹤0.01% | 1233 |
|
|
2023
Q2 | $56.6K | Buy |
600
+250
| +71% | +$23.6K | ﹤0.01% | 1045 |
|
|
2023
Q1 | $34.8K | Hold |
350
| – | – | ﹤0.01% | 1179 |
|
|
2022
Q4 | $32K | Hold |
350
| – | – | ﹤0.01% | 1201 |
|
|
2022
Q3 | $33K | Hold |
350
| – | – | ﹤0.01% | 1165 |
|
|
2022
Q2 | $35K | Hold |
350
| – | – | ﹤0.01% | 1431 |
|
|
2022
Q1 | $37K | Hold |
350
| – | – | ﹤0.01% | 1504 |
|
|
2021
Q4 | $37K | Hold |
350
| – | – | ﹤0.01% | 1616 |
|
|
2021
Q3 | $30K | Hold |
350
| – | – | ﹤0.01% | 1717 |
|
|
2021
Q2 | $32K | Sell |
350
-305
| -47% | -$27.9K | ﹤0.01% | 1678 |
|
|
2021
Q1 | $63K | Buy |
655
+8
| +1% | +$769 | ﹤0.01% | 1509 |
|
|
2020
Q4 | $34K | Buy |
647
+197
| +44% | +$10.4K | ﹤0.01% | 1640 |
|
|
2020
Q3 | $46K | Hold |
450
| – | – | ﹤0.01% | 1286 |
|
|
2020
Q2 | $34K | Hold |
450
| – | – | ﹤0.01% | 1389 |
|
|
2020
Q1 | $28K | Hold |
450
| – | – | ﹤0.01% | 1370 |
|
|
2019
Q4 | $35K | Buy |
450
+100
| +29% | +$7.78K | ﹤0.01% | 1433 |
|
|
2019
Q3 | $29K | Hold |
350
| – | – | ﹤0.01% | 1436 |
|
|
2019
Q2 | $29K | Sell |
350
-9
| -3% | -$746 | ﹤0.01% | 1448 |
|
|
2019
Q1 | $31K | Sell |
359
-15
| -4% | -$1.3K | ﹤0.01% | 1370 |
|
|
2018
Q4 | $31K | Sell |
374
-100
| -21% | -$8.29K | ﹤0.01% | 1312 |
|
|
2018
Q3 | $46K | Buy |
474
+124
| +35% | +$12K | ﹤0.01% | 1203 |
|
|
2018
Q2 | $29K | Hold |
350
| – | – | ﹤0.01% | 1293 |
|
|
2018
Q1 | $32K | Hold |
350
| – | – | ﹤0.01% | 1196 |
|
|
2017
Q4 | $31K | Hold |
350
| – | – | ﹤0.01% | 1212 |
|
|
2017
Q3 | $26K | Sell |
350
-33
| -9% | -$2.45K | ﹤0.01% | 1217 |
|
|
2017
Q2 | $26K | Buy |
383
+33
| +9% | +$2.24K | ﹤0.01% | 1170 |
|
|
2017
Q1 | $27K | Hold |
350
| – | – | ﹤0.01% | 1126 |
|
|
2016
Q4 | $25K | Hold |
350
| – | – | ﹤0.01% | 1091 |
|
|
2016
Q3 | $24K | Sell |
350
-100
| -22% | -$6.86K | ﹤0.01% | 1060 |
|
|
2016
Q2 | $33K | Hold |
450
| – | – | ﹤0.01% | 943 |
|
|
2016
Q1 | $33K | Buy |
+450
| New | +$33K | 0.01% | 928 |
|