Prestige Wealth Management Group’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
2026 Q1	$9.34K	Hold	56	–	–	﹤0.01%	435
2025 Q4	$9.04K	Hold	56	–	–	﹤0.01%	466
2025 Q3	$7.45K	Hold	56	–	–	﹤0.01%	503
2025 Q2	$5.41K	Hold	56	–	–	﹤0.01%	548
2025 Q1	$5.77K	Hold	56	–	–	﹤0.01%	537
2024 Q4	$5.82K	Hold	56	–	–	﹤0.01%	564
2024 Q3	$6.22K	Hold	56	–	–	﹤0.01%	560
2024 Q2	$4.97K	Buy	56 +1	+2%	+$80	﹤0.01%	546
2024 Q1	$4.26K	Sell	55 -83	-60%	-$6.49K	﹤0.01%	608
2023 Q4	$12K	Sell	138 -110	-44%	-$9.22K	﹤0.01%	417
2023 Q3	$21.5K	Sell	248 -2	-0.8%	-$187	0.01%	328
2023 Q2	$23.8K	Sell	250 -5	-2%	-$483	0.01%	346
2023 Q1	$25.5K	Sell	255 -2	-0.8%	-$197	0.01%	307
2022 Q4	$23.7K	Sell	257 -7	-3%	-$667	0.01%	333
2022 Q3	$26K	Buy	264 +10	+4%	+$1.07K	0.01%	283
2022 Q2	$26K	Sell	254 -3	-1%	-$313	0.01%	294
2022 Q1	$27K	Sell	257 -6	-2%	-$609	0.01%	299
2021 Q4	$28K	Buy	263 +45	+21%	+$4.37K	0.01%	325
2021 Q3	$19K	Sell	218 -24	-10%	-$2.17K	﹤0.01%	380
2021 Q2	$23K	Hold	242	–	–	0.01%	339
2021 Q1	$23K	Buy	242 +25	+12%	+$2.33K	0.01%	336
2020 Q4	$21K	Sell	217 -176	-45%	-$16.8K	0.01%	346
2020 Q3	$40K	Buy	393 +143	+57%	+$13.4K	0.01%	276
2020 Q2	$20K	Buy	250 +208	+495%	+$15.7K	0.01%	331
2020 Q1	$3K	Buy	+42	New	+$3.02K	﹤0.01%	563
2019 Q4	–	Sell	-25	Closed	-$2K	–	584
2019 Q3	$2K	Buy	+25	New	+$2.1K	﹤0.01%	477
2019 Q1	–	Sell	-19	Closed	-$2K	–	605
2018 Q4	$2K	Buy	+19	New	+$1.7K	﹤0.01%	799