Glassman Wealth Services’s C.H. Robinson CHRW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-133
Closed -$11.5K 516
2023
Q4
$11.5K Sell
133
-18
-12% -$1.56K ﹤0.01% 843
2023
Q3
$13K Buy
151
+11
+8% +$947 ﹤0.01% 779
2023
Q2
$13.2K Buy
140
+8
+6% +$755 ﹤0.01% 738
2023
Q1
$13.1K Buy
132
+1
+0.8% +$99 ﹤0.01% 740
2022
Q4
$12K Sell
131
-24
-15% -$2.2K ﹤0.01% 780
2022
Q3
$15K Buy
155
+10
+7% +$968 ﹤0.01% 687
2022
Q2
$15K Buy
145
+47
+48% +$4.86K ﹤0.01% 697
2022
Q1
$11K Buy
98
+15
+18% +$1.68K ﹤0.01% 793
2021
Q4
$9K Buy
83
+12
+17% +$1.3K ﹤0.01% 818
2021
Q3
$6K Buy
71
+28
+65% +$2.37K ﹤0.01% 897
2021
Q2
$4K Buy
43
+2
+5% +$186 ﹤0.01% 969
2021
Q1
$4K Buy
41
+3
+8% +$293 ﹤0.01% 916
2020
Q4
$4K Hold
38
﹤0.01% 898
2020
Q3
$4K Buy
38
+6
+19% +$632 ﹤0.01% 825
2020
Q2
$3K Hold
32
﹤0.01% 736
2020
Q1
$2K Sell
32
-99
-76% -$6.19K ﹤0.01% 685
2019
Q4
$10K Hold
131
﹤0.01% 476
2019
Q3
$11K Hold
131
﹤0.01% 429
2019
Q2
$11K Buy
131
+3
+2% +$252 ﹤0.01% 442
2019
Q1
$11K Buy
+128
New +$11K ﹤0.01% 433
2017
Q3
Sell
-3
Closed 561
2017
Q2
$0 Buy
+3
New ﹤0.01% 557