SVB Wealth’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 | – | Sell |
-1,837
| Closed | -$188K | – | 730 |
|
|
2025
Q1 | $188K | Buy |
+1,837
| New | +$188K | 0.01% | 316 |
|
|
2024
Q1 | – | Sell |
-2,509
| Closed | -$217K | – | 865 |
|
|
2023
Q4 | $217K | Buy |
+2,509
| New | +$217K | 0.01% | 741 |
|
|
2023
Q3 | – | Sell |
-2,958
| Closed | -$279K | – | 879 |
|
|
2023
Q2 | $279K | Buy |
2,958
+176
| +6% | +$16.6K | 0.01% | 706 |
|
|
2023
Q1 | $276K | Buy |
2,782
+259
| +10% | +$25.7K | ﹤0.01% | 748 |
|
|
2022
Q4 | $231K | Sell |
2,523
-466
| -16% | -$42.7K | ﹤0.01% | 857 |
|
|
2022
Q3 | $288K | Buy |
2,989
+866
| +41% | +$83.4K | ﹤0.01% | 710 |
|
|
2022
Q2 | $215K | Sell |
2,123
-92
| -4% | -$9.32K | ﹤0.01% | 660 |
|
|
2022
Q1 | $238K | Sell |
2,215
-98
| -4% | -$10.5K | ﹤0.01% | 647 |
|
|
2021
Q4 | $248K | Sell |
2,313
-162
| -7% | -$17.4K | ﹤0.01% | 633 |
|
|
2021
Q3 | $215K | Buy |
2,475
+252
| +11% | +$21.9K | ﹤0.01% | 891 |
|
|
2021
Q2 | $208K | Buy |
+2,223
| New | +$208K | ﹤0.01% | 879 |
|