Sound Financial Strategies Group’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 | $736K | Buy |
7,667
+329
| +4% | +$31.6K | 0.62% | 60 |
|
|
2025
Q1 | $751K | Sell |
7,338
-1,049
| -13% | -$107K | 0.67% | 47 |
|
|
2024
Q4 | $867K | Buy |
8,387
+156
| +2% | +$16.1K | 0.72% | 29 |
|
|
2024
Q3 | $908K | Sell |
8,231
-1,531
| -16% | -$169K | 0.73% | 15 |
|
|
2024
Q2 | $860K | Buy |
9,762
+3,250
| +50% | +$286K | 0.75% | 12 |
|
|
2024
Q1 | $496K | Buy |
6,512
+33
| +0.5% | +$2.51K | 0.41% | 50 |
|
|
2023
Q4 | $560K | Sell |
6,479
-2,016
| -24% | -$174K | 0.47% | 44 |
|
|
2023
Q3 | $732K | Buy |
+8,495
| New | +$732K | 0.6% | 51 |
|