WealthPLAN Partners’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
2023
Q4
Sell
2023
Q3
$242K Sell
2023
Q2
$396K Sell
2023
Q1
$7.63M Sell
2022
Q4
$17.5M Buy
2022
Q1
$15.5M Buy
2021
Q4
$13.7M Buy
2021
Q3
$12.3M Buy
2021
Q2
$10.6M Buy
2021
Q1
$10M Buy
2020
Q4
$8.37M Buy
2020
Q3
$8.01M Sell
2020
Q2
$10.5M Buy
2020
Q1
$7.96M Buy
2019
Q4
$7.72M Buy
2019
Q3
$6.62M Buy
2019
Q2
$6.57M Buy
2015
Q2
Sell
2015
Q1
$19K Buy