Montag & Associates’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
Q3
$1.97K Hold
2025
Q2
$1.49K Sell
2025
Q1
$1.94K Buy
2024
Q4
$1.77K Sell
2024
Q3
$2.28K Buy
2024
Q2
$1.31K Buy
2024
Q1
Sell
2023
Q4
$30.4K Buy
2019
Q2
Sell
2019
Q1
$409K Hold
2018
Q4
$395K Sell
2018
Q3
$499K Buy
2015
Q4
Sell
2015
Q3
$455K Buy
2014
Q1
Sell
2013
Q4
$8.32M Sell
2013
Q3
$8.98M Buy
2013
Q2
$6.8M Buy