KPWS
Kestra Private Wealth Services’s C.H. Robinson CHRW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.07M | Sell |
21,529
-565
| -3% | -$54.2K | 0.03% | 487 |
|
|
2025
Q1 | $2.26M | Sell |
22,094
-66
| -0.3% | -$6.76K | 0.04% | 433 |
|
|
2024
Q4 | $2.29M | Sell |
22,160
-304
| -1% | -$31.4K | 0.04% | 406 |
|
|
2024
Q3 | $2.48M | Sell |
22,464
-3,956
| -15% | -$437K | 0.05% | 368 |
|
|
2024
Q2 | $2.33M | Sell |
26,420
-4,312
| -14% | -$380K | 0.05% | 358 |
|
|
2024
Q1 | $2.34M | Sell |
30,732
-745
| -2% | -$56.7K | 0.05% | 335 |
|
|
2023
Q4 | $2.72M | Buy |
31,477
+10,589
| +51% | +$915K | 0.07% | 290 |
|
|
2023
Q3 | $1.8M | Buy |
+20,888
| New | +$1.8M | 0.06% | 324 |
|
|
2023
Q1 | – | Sell |
-20,385
| Closed | -$1.87M | – | 1064 |
|
|
2022
Q4 | $1.87M | Sell |
20,385
-1,552
| -7% | -$142K | 0.09% | 250 |
|
|
2022
Q3 | $2.11M | Buy |
21,937
+11
| +0.1% | +$1.06K | 0.12% | 193 |
|
|
2022
Q2 | $2.22M | Buy |
21,926
+35
| +0.2% | +$3.55K | 0.13% | 192 |
|
|
2022
Q1 | $2.36M | Buy |
21,891
+119
| +0.5% | +$12.8K | 0.12% | 191 |
|
|
2021
Q4 | $2.34M | Sell |
21,772
-128
| -0.6% | -$13.8K | 0.11% | 190 |
|
|
2021
Q3 | $1.91M | Buy |
21,900
+2
| +0% | +$174 | 0.11% | 208 |
|
|
2021
Q2 | $2.05M | Buy |
21,898
+401
| +2% | +$37.6K | 0.12% | 184 |
|
|
2021
Q1 | $2.05M | Buy |
21,497
+1,185
| +6% | +$113K | 0.14% | 167 |
|
|
2020
Q4 | $1.89M | Buy |
20,312
+106
| +0.5% | +$9.86K | 0.14% | 171 |
|
|
2020
Q3 | $2.07M | Buy |
+20,206
| New | +$2.07M | 0.18% | 128 |
|