WealthPlan Investment Management’s C.H. Robinson CHRW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$421K	Sell	2,537 -7	-0.3%	-$1.25K	0.02%	329
2025 Q4	$409K	Sell	2,544 -75	-3%	-$11.1K	0.03%	279
2025 Q3	$347K	Buy	2,619 +16	+0.6%	+$1.88K	0.02%	260
2025 Q2	$250K	Sell	2,603 -66	-2%	-$6.18K	0.02%	309
2025 Q1	$273K	Sell	2,669 -296	-10%	-$29.9K	0.03%	231
2024 Q4	$306K	Sell	2,965 -2,068	-41%	-$223K	0.03%	217
2024 Q3	$555K	Buy	5,033 +43	+0.9%	+$4.17K	0.06%	151
2024 Q2	$440K	Sell	4,990 -67	-1%	-$5.35K	0.07%	125
2024 Q1	$385K	Sell	5,057 -971	-16%	-$75.9K	0.06%	135
2023 Q4	$521K	Sell	6,028 -9,039	-60%	-$757K	0.08%	122
2023 Q3	$1.3M	Buy	15,067 +5,705	+61%	+$533K	0.23%	77
2023 Q2	$883K	Sell	9,362 -86,273	-90%	-$8.34M	0.26%	77
2023 Q1	$9.5M	Sell	95,635 -70,222	-42%	-$6.91M	1.64%	16
2022 Q4	$17.2M	Buy	165,857 +2,152	+1%	+$205K	1.2%	24
2022 Q3	$15.7M	Buy	+163,705	New	+$17.6M	1.15%	27
2022 Q1	$15.5M	Buy	+146,058	New	+$14.8M	1.08%	24