Quotient Wealth Partners’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
$376K Sell
3,916
-49
-1% -$4.7K 0.01% 230
2025
Q1
$406K Buy
3,965
+67
+2% +$6.86K 0.01% 211
2024
Q4
$403K Sell
3,898
-721
-16% -$74.5K 0.01% 202
2024
Q3
$510K Sell
4,619
-1,439
-24% -$159K 0.02% 173
2024
Q2
$534K Sell
6,058
-14,431
-70% -$1.27M 0.02% 165
2024
Q1
$1.56M Sell
20,489
-14,075
-41% -$1.07M 0.06% 89
2023
Q4
$2.99M Buy
+34,564
New +$2.99M 0.12% 74