Loring Wolcott & Coolidge Fiduciary Advisors’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
Q1 | – | Sell |
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|
2024
Q4 | $171K | Hold |
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|
2024
Q3 | $168K | Hold |
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|
2024
Q2 | $138K | Hold |
|
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|
2024
Q1 | $111K | Hold |
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|
2023
Q4 | $132K | Hold |
|
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|
2023
Q3 | $128K | Hold |
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|
2023
Q2 | $148K | Hold |
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|
2023
Q1 | $156K | Hold |
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|
2022
Q4 | $144K | Hold |
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|
2022
Q3 | $151K | Hold |
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|
2022
Q2 | $159K | Hold |
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|
2022
Q1 | $169K | Hold |
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|
2021
Q4 | $169K | Hold |
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|
2021
Q3 | $137K | Sell |
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|
2021
Q2 | $150K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $147K | Hold |
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|
2020
Q3 | $160K | Sell |
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|
2020
Q2 | $126K | Hold |
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|
2020
Q1 | $105K | Hold |
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|
2019
Q4 | $124K | Sell |
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|
2019
Q3 | $226K | Sell |
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|
2019
Q2 | $269K | Sell |
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|
2019
Q1 | $290K | Sell |
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|
2018
Q4 | $511K | Sell |
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|
2018
Q3 | $619K | Hold |
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|
2018
Q2 | $529K | Sell |
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|
2018
Q1 | $636K | Sell |
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|
2017
Q4 | $618K | Sell |
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|
2017
Q3 | $531K | Sell |
|
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|
2017
Q2 | $595K | Sell |
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|
2017
Q1 | $813K | Sell |
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|
2016
Q4 | $788K | Hold |
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|
2016
Q3 | $758K | Sell |
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|
2016
Q2 | $872K | Sell |
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|
2016
Q1 | $892K | Sell |
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|
2015
Q4 | $1.6M | Buy |
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|
2015
Q3 | $342K | Hold |
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|
2015
Q2 | $342K | Buy |
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|
2015
Q1 | $381K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $3K | Sell |
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|
2013
Q2 | $172K | Buy |
|