Lifeworks 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,086
| Closed | -$316K | – | 316 |
|
|
2025
Q1 | $316K | Buy |
3,086
+334
| +12% | +$34.2K | 0.05% | 241 |
|
|
2024
Q4 | $284K | Sell |
2,752
-99
| -3% | -$10.2K | 0.05% | 242 |
|
|
2024
Q3 | $315K | Sell |
2,851
-946
| -25% | -$104K | 0.06% | 220 |
|
|
2024
Q2 | $335K | Buy |
3,797
+1,045
| +38% | +$92.1K | 0.09% | 166 |
|
|
2024
Q1 | $210K | Buy |
2,752
+386
| +16% | +$29.4K | 0.06% | 219 |
|
|
2023
Q4 | $204K | Buy |
+2,366
| New | +$204K | 0.07% | 193 |
|
|
2022
Q3 | – | Sell |
-2,427
| Closed | -$246K | – | 132 |
|
|
2022
Q2 | $246K | Buy |
+2,427
| New | +$246K | 0.16% | 116 |
|