Philip James Wealth Mangement’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 | $297K | Buy |
3,100
+15
| +0.5% | +$1.44K | 0.04% | 137 |
|
|
2025
Q1 | $316K | Buy |
3,085
+668
| +28% | +$68.4K | 0.04% | 131 |
|
|
2024
Q4 | $250K | Buy |
2,417
+14
| +0.6% | +$1.45K | 0.03% | 149 |
|
|
2024
Q3 | $265K | Buy |
2,403
+13
| +0.5% | +$1.44K | 0.03% | 135 |
|
|
2024
Q2 | $211K | Buy |
+2,390
| New | +$211K | 0.14% | 72 |
|
|
2024
Q1 | – | Sell |
-3,125
| Closed | -$270K | – | 79 |
|
|
2023
Q4 | $270K | Buy |
+3,125
| New | +$270K | 0.21% | 60 |
|