Summit Securities 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 | $3.15K | Sell |
19
-457
| -96% | -$81.7K | ﹤0.01% | 875 |
|
|
2025
Q4 | $76.5K | Buy |
476
+272
| +133% | +$40.2K | 0.01% | 521 |
|
|
2025
Q3 | $27K | Buy |
204
+124
| +155% | +$14.5K | 0.01% | 714 |
|
|
2025
Q2 | $7.68K | Buy |
+80
| New | +$7.5K | ﹤0.01% | 925 |
|
|
2024
Q2 | – | Sell |
-1,500
| Closed | -$114K | – | 619 |
|
|
2024
Q1 | $114K | Buy |
1,500
+1,499
| +149,900% | +$117K | 0.05% | 188 |
|
|
2023
Q4 | $0 | Buy |
+1
| New | +$84 | ﹤0.01% | 703 |
|
|
2023
Q3 | – | Sell |
-151
| Closed | -$14K | – | 635 |
|
|
2023
Q2 | $14K | Sell |
151
-79
| -34% | -$7.64K | 0.01% | 717 |
|
|
2023
Q1 | $23K | Buy |
230
+111
| +93% | +$10.9K | 0.01% | 595 |
|
|
2022
Q4 | $11K | Sell |
119
-50
| -30% | -$4.76K | ﹤0.01% | 1015 |
|
|
2022
Q3 | $16K | Sell |
169
-263
| -61% | -$28.3K | ﹤0.01% | 751 |
|
|
2022
Q2 | $44K | Buy |
432
+349
| +420% | +$36.4K | 0.01% | 582 |
|
|
2022
Q1 | $9K | Buy |
+83
| New | +$8.43K | ﹤0.01% | 852 |
|
|
2019
Q1 | – | Sell |
-4,400
| Closed | -$370K | – | 231 |
|
|
2018
Q4 | $370K | Buy |
4,400
+1,900
| +76% | +$170K | 0.14% | 227 |
|
|
2018
Q3 | $245K | Hold |
2,500
| – | – | 0.1% | 134 |
|
|
2018
Q2 | $209K | Buy |
+2,500
| New | +$223K | 0.08% | 205 |
|
|
2017
Q2 | – | Sell |
-32,929
| Closed | -$2.54M | – | 264 |
|
|
2017
Q1 | $2.54M | Buy |
+32,929
| New | +$2.53M | 0.96% | 25 |
|
|
2015
Q3 | – | Sell |
-100
| Closed | -$6K | – | 385 |
|
|
2015
Q2 | $6K | Sell |
100
-1,200
| -92% | -$79K | ﹤0.01% | 398 |
|
|
2015
Q1 | $95K | Buy |
1,300
+500
| +63% | +$36.5K | 0.08% | 131 |
|
|
2014
Q4 | $60K | Sell |
800
-1,100
| -58% | -$78.5K | 0.02% | 307 |
|
|
2014
Q3 | $126K | Sell |
1,900
-1,400
| -42% | -$93.2K | 0.04% | 268 |
|
|
2014
Q2 | $211K | Buy |
+3,300
| New | +$194K | 0.07% | 157 |
|
|
2014
Q1 | – | Sell |
-1,000
| Closed | -$58K | – | 425 |
|
|
2013
Q4 | $58K | Buy |
+1,000
| New | +$58.8K | 0.01% | 261 |
|
Other funds holding CHRW
VCM
VPM
