Phoenix Wealth 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 | $233K | Buy |
2,432
+21
| +0.9% | +$2.02K | 0.1% | 116 |
|
|
2025
Q1 | $247K | Buy |
2,411
+74
| +3% | +$7.58K | 0.11% | 109 |
|
|
2024
Q4 | $241K | Sell |
2,337
-76
| -3% | -$7.85K | 0.1% | 107 |
|
|
2024
Q3 | $266K | Sell |
2,413
-51
| -2% | -$5.63K | 0.12% | 104 |
|
|
2024
Q2 | $217K | Buy |
+2,464
| New | +$217K | 0.11% | 117 |
|
|
2024
Q1 | – | Sell |
-2,460
| Closed | -$214K | – | 116 |
|
|
2023
Q4 | $214K | Sell |
2,460
-23
| -0.9% | -$2K | 0.15% | 109 |
|
|
2023
Q3 | $214K | Buy |
2,483
+10
| +0.4% | +$861 | 0.13% | 107 |
|
|
2023
Q2 | $233K | Sell |
2,473
-15
| -0.6% | -$1.42K | 0.14% | 101 |
|
|
2023
Q1 | $247K | Buy |
2,488
+64
| +3% | +$6.36K | 0.15% | 94 |
|
|
2022
Q4 | $222K | Buy |
2,424
+106
| +5% | +$9.71K | 0.13% | 101 |
|
|
2022
Q3 | $223K | Sell |
2,318
-12
| -0.5% | -$1.15K | 0.22% | 100 |
|
|
2022
Q2 | $236K | Buy |
2,330
+132
| +6% | +$13.4K | 0.23% | 98 |
|
|
2022
Q1 | $219K | Buy |
2,198
+161
| +8% | +$16K | 0.23% | 89 |
|
|
2021
Q4 | $219K | Sell |
2,037
-502
| -20% | -$54K | 0.17% | 111 |
|
|
2021
Q3 | $221K | Buy |
2,539
+11
| +0.4% | +$957 | 0.17% | 107 |
|
|
2021
Q2 | $235K | Buy |
2,528
+238
| +10% | +$22.1K | 0.17% | 109 |
|
|
2021
Q1 | $222K | Buy |
2,290
+489
| +27% | +$47.4K | 0.17% | 107 |
|
|
2020
Q4 | $169K | Buy |
+1,801
| New | +$169K | 0.13% | 118 |
|