OneDigital Investment 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 | $1.67M | Buy |
17,453
+162
| +0.9% | +$15.5K | 0.02% | 477 |
|
|
2025
Q1 | $1.77M | Buy |
17,291
+1,228
| +8% | +$126K | 0.02% | 434 |
|
|
2024
Q4 | $1.66M | Buy |
16,063
+94
| +0.6% | +$9.71K | 0.02% | 466 |
|
|
2024
Q3 | $1.76M | Sell |
15,969
-211
| -1% | -$23.3K | 0.02% | 472 |
|
|
2024
Q2 | $1.43M | Buy |
16,180
+1,120
| +7% | +$98.7K | 0.02% | 509 |
|
|
2024
Q1 | $1.15M | Buy |
15,060
+637
| +4% | +$48.5K | 0.02% | 467 |
|
|
2023
Q4 | $1.25M | Sell |
14,423
-203
| -1% | -$17.5K | 0.02% | 407 |
|
|
2023
Q3 | $1.26M | Sell |
14,626
-125
| -0.8% | -$10.8K | 0.03% | 376 |
|
|
2023
Q2 | $1.39M | Buy |
14,751
+3,894
| +36% | +$367K | 0.03% | 346 |
|
|
2023
Q1 | $1.08M | Buy |
10,857
+126
| +1% | +$12.5K | 0.03% | 376 |
|
|
2022
Q4 | $983K | Buy |
10,731
+224
| +2% | +$20.5K | 0.03% | 360 |
|
|
2022
Q3 | $1.01M | Sell |
10,507
-22
| -0.2% | -$2.12K | 0.04% | 287 |
|
|
2022
Q2 | $1.07M | Hold |
10,529
| – | – | 0.05% | 244 |
|
|
2022
Q1 | $1.13M | Buy |
10,529
+109
| +1% | +$11.7K | 0.04% | 243 |
|
|
2021
Q4 | $1.12M | Sell |
10,420
-251
| -2% | -$27K | 0.04% | 256 |
|
|
2021
Q3 | $928K | Sell |
10,671
-400
| -4% | -$34.8K | 0.04% | 283 |
|
|
2021
Q2 | $1.04M | Buy |
11,071
+5
| +0% | +$468 | 0.04% | 244 |
|
|
2021
Q1 | $1.06M | Hold |
11,066
| – | – | 0.05% | 231 |
|
|
2020
Q4 | $1.04M | Buy |
11,066
+700
| +7% | +$65.7K | 0.05% | 224 |
|
|
2020
Q3 | $1.06M | Sell |
10,366
-1,187
| -10% | -$121K | 0.07% | 193 |
|
|
2020
Q2 | $913K | Hold |
11,553
| – | – | 0.07% | 214 |
|
|
2020
Q1 | $765K | Buy |
+11,553
| New | +$765K | 0.07% | 221 |
|
|
2019
Q1 | – | Sell |
-900
| Closed | -$76K | – | 1128 |
|
|
2018
Q4 | $76K | Hold |
900
| – | – | 0.01% | 382 |
|
|
2018
Q3 | $88K | Sell |
900
-250
| -22% | -$24.4K | 0.02% | 293 |
|
|
2018
Q2 | $96K | Hold |
1,150
| – | – | 0.02% | 347 |
|
|
2018
Q1 | $108K | Sell |
1,150
-15
| -1% | -$1.41K | 0.02% | 324 |
|
|
2017
Q4 | $104K | Hold |
1,165
| – | – | 0.01% | 325 |
|
|
2017
Q3 | $89K | Buy |
1,165
+415
| +55% | +$31.7K | 0.03% | 252 |
|
|
2017
Q2 | $52K | Buy |
+750
| New | +$52K | 0.02% | 461 |
|