Integrated Wealth Concepts’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
Q4
$202K Buy
2023
Q4
Sell
2023
Q3
$330K Sell
2023
Q2
$382K Sell
2023
Q1
$708K Buy
2021
Q3
Sell
2021
Q2
$258K Buy