United Asset Strategies’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
$1.01M Sell
10,520
-892
-8% -$85.6K 0.09% 141
2025
Q1
$1.17M Buy
11,412
+183
+2% +$18.7K 0.11% 135
2024
Q4
$1.16M Sell
11,229
-6
-0.1% -$620 0.11% 130
2024
Q3
$1.24M Sell
11,235
-5
-0% -$552 0.12% 128
2024
Q2
$990K Sell
11,240
-631
-5% -$55.6K 0.1% 138
2024
Q1
$904K Buy
11,871
+1,291
+12% +$98.3K 0.09% 154
2023
Q4
$914K Buy
10,580
+519
+5% +$44.8K 0.1% 144
2023
Q3
$867K Buy
10,061
+991
+11% +$85.4K 0.11% 141
2023
Q2
$856K Buy
9,070
+370
+4% +$34.9K 0.11% 140
2023
Q1
$865K Buy
8,700
+118
+1% +$11.7K 0.11% 141
2022
Q4
$786K Buy
8,582
+1,041
+14% +$95.3K 0.11% 146
2022
Q3
$726K Buy
7,541
+336
+5% +$32.3K 0.11% 137
2022
Q2
$730K Buy
7,205
+440
+7% +$44.6K 0.11% 138
2022
Q1
$729K Buy
6,765
+465
+7% +$50.1K 0.09% 136
2021
Q4
$678K Buy
+6,300
New +$678K 0.08% 137
2014
Q3
Sell
-22,114
Closed -$1.41M 133
2014
Q2
$1.41M Buy
22,114
+2,201
+11% +$140K 0.68% 55
2014
Q1
$1.04M Buy
+19,913
New +$1.04M 0.59% 51