TBWA
Three Bridge Wealth Advisors’s C.H. Robinson CHRW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $616K | Buy |
6,375
+74
| +1% | +$7.15K | 0.16% | 59 |
|
|
2025
Q1 | $649K | Buy |
6,301
+24
| +0.4% | +$2.47K | 0.23% | 50 |
|
|
2024
Q4 | $652K | Sell |
6,277
-118
| -2% | -$12.3K | 0.23% | 52 |
|
|
2024
Q3 | $710K | Buy |
6,395
+34
| +0.5% | +$3.77K | 0.26% | 52 |
|
|
2024
Q2 | $564K | Sell |
6,361
-301
| -5% | -$26.7K | 0.22% | 54 |
|
|
2024
Q1 | $511K | Buy |
6,662
+49
| +0.7% | +$3.76K | 0.2% | 61 |
|
|
2023
Q4 | $577K | Sell |
6,613
-3,770
| -36% | -$329K | 0.2% | 53 |
|
|
2023
Q3 | $901K | Sell |
10,383
-716
| -6% | -$62.1K | 0.37% | 45 |
|
|
2023
Q2 | $1.05M | Sell |
11,099
-705
| -6% | -$67K | 0.45% | 42 |
|
|
2023
Q1 | $1.18M | Buy |
11,804
+193
| +2% | +$19.3K | 0.55% | 36 |
|
|
2022
Q4 | $1.07M | Sell |
11,611
-585
| -5% | -$53.9K | 0.57% | 35 |
|
|
2022
Q3 | $1.18M | Sell |
12,196
-641
| -5% | -$62.1K | 0.6% | 34 |
|
|
2022
Q2 | $1.31M | Sell |
12,837
-7,140
| -36% | -$730K | 0.64% | 33 |
|
|
2022
Q1 | $2.16M | Buy |
+19,977
| New | +$2.16M | 0.6% | 22 |
|