TPWM
Twelve Points Wealth Management’s C.H. Robinson CHRW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
13,749
+376
| +3% | +$36.1K | 0.36% | 68 |
|
|
2025
Q1 | $1.37M | Sell |
13,373
-320
| -2% | -$32.8K | 0.37% | 65 |
|
|
2024
Q4 | $1.41M | Buy |
13,693
+490
| +4% | +$50.6K | 0.41% | 58 |
|
|
2024
Q3 | $1.46M | Buy |
13,203
+639
| +5% | +$70.5K | 0.46% | 52 |
|
|
2024
Q2 | $1.11M | Buy |
12,564
+5,607
| +81% | +$494K | 0.39% | 66 |
|
|
2024
Q1 | $530K | Buy |
6,957
+1,111
| +19% | +$84.6K | 0.19% | 109 |
|
|
2023
Q4 | $505K | Buy |
5,846
+320
| +6% | +$27.6K | 0.24% | 111 |
|
|
2023
Q3 | $476K | Buy |
5,526
+430
| +8% | +$37K | 0.24% | 116 |
|
|
2023
Q2 | $481K | Buy |
5,096
+443
| +10% | +$41.8K | 0.26% | 115 |
|
|
2023
Q1 | $462K | Buy |
4,653
+735
| +19% | +$73K | 0.27% | 111 |
|
|
2022
Q4 | $359K | Sell |
3,918
-294
| -7% | -$26.9K | 0.24% | 120 |
|
|
2022
Q3 | $406K | Buy |
4,212
+492
| +13% | +$47.4K | 0.32% | 105 |
|
|
2022
Q2 | $377K | Buy |
3,720
+757
| +26% | +$76.7K | 0.29% | 119 |
|
|
2022
Q1 | $319K | Buy |
2,963
+857
| +41% | +$92.3K | 0.24% | 135 |
|
|
2021
Q4 | $227K | Buy |
+2,106
| New | +$227K | 0.18% | 152 |
|