J.P. Morgan Private Wealth Advisors’s C.H. Robinson CHRW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $1.87M | Sell |
21,677
-2,152
| -9% | -$185K | 0.01% | 758 |
|
2023
Q2 | $2.25M | Buy |
23,829
+2,204
| +10% | +$208K | 0.01% | 527 |
|
2023
Q1 | $2.15M | Buy |
21,625
+6,184
| +40% | +$615K | ﹤0.01% | 854 |
|
2022
Q4 | $1.41M | Buy |
15,441
+3,852
| +33% | +$353K | ﹤0.01% | 978 |
|
2022
Q3 | $1.12M | Buy |
11,589
+5,259
| +83% | +$506K | ﹤0.01% | 1080 |
|
2022
Q2 | $642K | Sell |
6,330
-9,142
| -59% | -$927K | ﹤0.01% | 1353 |
|
2022
Q1 | $1.67M | Buy |
15,472
+116
| +0.8% | +$12.5K | ﹤0.01% | 975 |
|
2021
Q4 | $1.65M | Buy |
15,356
+946
| +7% | +$102K | ﹤0.01% | 996 |
|
2021
Q3 | $1.25M | Sell |
14,410
-853
| -6% | -$74.2K | ﹤0.01% | 1111 |
|
2021
Q2 | $1.43M | Buy |
15,263
+11
| +0.1% | +$1.03K | ﹤0.01% | 1020 |
|
2021
Q1 | $1.46M | Sell |
15,252
-2,205
| -13% | -$210K | ﹤0.01% | 885 |
|
2020
Q4 | $1.64M | Sell |
17,457
-8,573
| -33% | -$805K | 0.01% | 817 |
|
2020
Q3 | $2.66M | Buy |
26,030
+6,272
| +32% | +$641K | 0.01% | 573 |
|
2020
Q2 | $1.56M | Sell |
19,758
-5,060
| -20% | -$400K | 0.01% | 654 |
|
2020
Q1 | $1.64M | Sell |
24,818
-5,410
| -18% | -$358K | 0.01% | 583 |
|
2019
Q4 | $2.36M | Sell |
30,228
-23,854
| -44% | -$1.87M | 0.01% | 584 |
|
2019
Q3 | $4.59M | Buy |
54,082
+13,784
| +34% | +$1.17M | 0.02% | 420 |
|
2019
Q2 | $3.4M | Sell |
40,298
-6,911
| -15% | -$583K | 0.02% | 473 |
|
2019
Q1 | $4.11M | Sell |
47,209
-214
| -0.5% | -$18.6K | 0.02% | 448 |
|
2018
Q4 | $3.99M | Sell |
47,423
-5,131
| -10% | -$431K | 0.02% | 408 |
|
2018
Q3 | $5.15M | Buy |
52,554
+4,359
| +9% | +$427K | 0.03% | 422 |
|
2018
Q2 | $4.03M | Buy |
48,195
+10,553
| +28% | +$883K | 0.02% | 445 |
|
2018
Q1 | $3.53M | Buy |
37,642
+424
| +1% | +$39.7K | 0.02% | 383 |
|
2017
Q4 | $3.32M | Buy |
37,218
+23,923
| +180% | +$2.13M | 0.02% | 390 |
|
2017
Q3 | $1.01M | Buy |
13,295
+1,910
| +17% | +$145K | 0.01% | 631 |
|
2017
Q2 | $782K | Buy |
11,385
+8,366
| +277% | +$575K | 0.01% | 682 |
|
2017
Q1 | $233K | Sell |
3,019
-336
| -10% | -$25.9K | ﹤0.01% | 1178 |
|
2016
Q4 | $246K | Sell |
3,355
-1,587
| -32% | -$116K | ﹤0.01% | 1083 |
|
2016
Q3 | $348K | Sell |
4,942
-10,297
| -68% | -$725K | ﹤0.01% | 926 |
|
2016
Q2 | $1.13M | Sell |
15,239
-6,057
| -28% | -$450K | 0.01% | 567 |
|
2016
Q1 | $1.58M | Buy |
21,296
+12,225
| +135% | +$908K | 0.02% | 454 |
|
2015
Q4 | $562K | Buy |
9,071
+4,565
| +101% | +$283K | 0.01% | 657 |
|
2015
Q3 | $305K | Sell |
4,506
-9,157
| -67% | -$620K | ﹤0.01% | 790 |
|
2015
Q2 | $852K | Sell |
13,663
-6,983
| -34% | -$435K | 0.01% | 543 |
|
2015
Q1 | $1.51M | Buy |
20,646
+2,860
| +16% | +$209K | 0.02% | 433 |
|
2014
Q4 | $1.33M | Sell |
17,786
-1,412
| -7% | -$106K | 0.02% | 464 |
|
2014
Q3 | $1.27M | Buy |
+19,198
| New | +$1.27M | 0.02% | 452 |
|