United Capital Financial Advisors’s C.H. Robinson CHRW Stock Holding History

United Capital Financial Advisors’s Portfolio CHRW Stock Details CHRW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14.8M	Sell	89,145 -24,220	-21%	-$4.33M	0.09%	180
2025 Q4	$18.2M	Sell	113,365 -352	-0.3%	-$52K	0.11%	160
2025 Q3	$15.1M	Sell	113,717 -21,721	-16%	-$2.55M	0.11%	156
2025 Q2	$13M	Sell	135,438 -5,810	-4%	-$544K	0.11%	156
2025 Q1	$14.5M	Sell	141,248 -42,954	-23%	-$4.34M	0.12%	137
2024 Q4	$19M	Sell	184,202 -39,917	-18%	-$4.3M	0.16%	115
2024 Q3	$24.7M	Sell	224,119 -10,312	-4%	-$1M	0.2%	97
2024 Q2	$20.7M	Sell	234,431 -7,529	-3%	-$601K	0.18%	114
2024 Q1	$18.4M	Sell	241,960 -5,310	-2%	-$415K	0.15%	131
2023 Q4	$21.4M	Sell	247,270 -179,805	-42%	-$15.1M	0.18%	120
2023 Q3	$36.8M	Sell	427,075 -53,054	-11%	-$4.95M	0.24%	87
2023 Q2	$45.3M	Buy	480,129 +7,143	+2%	+$690K	0.25%	80
2023 Q1	$47M	Buy	472,986 +5,595	+1%	+$551K	0.26%	79
2022 Q4	$42.8M	Sell	467,391 -3,690	-0.8%	-$351K	0.24%	85
2022 Q3	$45.4M	Sell	471,081 -7,819	-2%	-$840K	0.27%	76
2022 Q2	$48.5M	Sell	478,900 -22,917	-5%	-$2.39M	0.27%	77
2022 Q1	$54.1M	Sell	501,817 -11,579	-2%	-$1.18M	0.26%	77
2021 Q4	$55.3M	Buy	513,396 +5,933	+1%	+$576K	0.25%	79
2021 Q3	$44.1M	Buy	507,463 +33,323	+7%	+$3.01M	0.22%	98
2021 Q2	$44.4M	Buy	474,140 +17,940	+4%	+$1.75M	0.22%	92
2021 Q1	$43.5M	Sell	456,200 -4,693	-1%	-$438K	0.24%	91
2020 Q4	$43.3M	Sell	460,893 -11,070	-2%	-$1.06M	0.26%	85
2020 Q3	$48.2M	Sell	471,963 -9,505	-2%	-$892K	0.31%	72
2020 Q2	$38.1M	Buy	481,468 +82,248	+21%	+$6.21M	0.28%	80
2020 Q1	$26.3M	Buy	399,220 +67,761	+20%	+$4.87M	0.22%	100
2019 Q4	$25.9M	Buy	331,459 +28,707	+9%	+$2.29M	0.17%	136
2019 Q3	$25.7M	Buy	302,752 +16,253	+6%	+$1.37M	0.18%	125
2019 Q2	$24.2M	Buy	286,499 +24,238	+9%	+$2.04M	0.16%	139
2019 Q1	$22.8M	Buy	262,261 +84,190	+47%	+$7.39M	0.16%	139
2018 Q4	$15M	Buy	178,071 +11,760	+7%	+$1.05M	0.12%	174
2018 Q3	$16.3M	Buy	166,311 +8,885	+6%	+$834K	0.11%	201
2018 Q2	$13.2M	Buy	157,426 +4,346	+3%	+$388K	0.1%	238
2018 Q1	$14.3M	Buy	153,080 +5,872	+4%	+$541K	0.11%	207
2017 Q4	$13.1M	Buy	147,208 +8,935	+6%	+$729K	0.1%	243
2017 Q3	$10.5M	Buy	138,273 +14,671	+12%	+$1.02M	0.09%	268
2017 Q2	$8.49M	Buy	123,602 +18,784	+18%	+$1.33M	0.08%	300
2017 Q1	$8.1M	Buy	104,818 +21,502	+26%	+$1.65M	0.08%	303
2016 Q4	$6.1M	Buy	83,316 +17,707	+27%	+$1.28M	0.06%	338
2016 Q3	$4.62M	Sell	65,609 -55,056	-46%	-$3.86M	0.04%	395
2016 Q2	$8.93M	Buy	120,665 +16,347	+16%	+$1.2M	0.09%	264
2016 Q1	$7.74M	Buy	104,318 +10,811	+12%	+$742K	0.09%	255
2015 Q4	$5.8M	Buy	93,507 +8,660	+10%	+$583K	0.07%	301
2015 Q3	$5.75M	Buy	+84,847	New	+$5.7M	0.07%	292
2015 Q2	–	Sell	-3,265	Closed	-$210K	–	1258
2015 Q1	$210K	Sell	3,265 -518	-14%	-$37.9K	﹤0.01%	1171
2014 Q4	$283K	Buy	+3,783	New	+$270K	﹤0.01%	991