Waverly Advisors’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 | $881K | Sell |
9,180
-539
| -6% | -$51.7K | 0.01% | 644 |
|
|
2025
Q1 | $995K | Buy |
9,719
+98
| +1% | +$10K | 0.01% | 606 |
|
|
2024
Q4 | $994K | Sell |
9,621
-113
| -1% | -$11.7K | 0.02% | 510 |
|
|
2024
Q3 | $1.07M | Buy |
9,734
+1,659
| +21% | +$183K | 0.02% | 435 |
|
|
2024
Q2 | $712K | Buy |
+8,075
| New | +$712K | 0.01% | 495 |
|