WealthPlan Investment Management’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 | $250K | Sell |
2,603
-66
| -2% | -$6.33K | 0.02% | 309 |
|
|
2025
Q1 | $273K | Sell |
2,669
-296
| -10% | -$30.3K | 0.03% | 231 |
|
|
2024
Q4 | $306K | Sell |
2,965
-2,068
| -41% | -$214K | 0.03% | 217 |
|
|
2024
Q3 | $555K | Buy |
5,033
+43
| +0.9% | +$4.75K | 0.06% | 151 |
|
|
2024
Q2 | $440K | Sell |
4,990
-67
| -1% | -$5.9K | 0.07% | 125 |
|
|
2024
Q1 | $385K | Sell |
5,057
-971
| -16% | -$73.9K | 0.06% | 135 |
|
|
2023
Q4 | $521K | Sell |
6,028
-9,039
| -60% | -$781K | 0.08% | 122 |
|
|
2023
Q3 | $1.3M | Buy |
15,067
+5,705
| +61% | +$491K | 0.23% | 77 |
|
|
2023
Q2 | $883K | Sell |
9,362
-86,273
| -90% | -$8.14M | 0.26% | 77 |
|
|
2023
Q1 | $9.5M | Sell |
95,635
-70,222
| -42% | -$6.98M | 1.64% | 16 |
|
|
2022
Q4 | $17.2M | Buy |
165,857
+2,152
| +1% | +$224K | 1.2% | 24 |
|
|
2022
Q3 | $15.7M | Buy |
+163,705
| New | +$15.7M | 1.15% | 27 |
|
|
2022
Q1 | $15.5M | Buy |
+146,058
| New | +$15.5M | 1.08% | 24 |
|