Wealth Plan Partners, LLC C. H. Robinson Worldwide, Inc. Transaction History

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 01, 2023	SELL	$84.95 - $100.4 $118,335 - $139,857	-1,393 Reduced 33.18%	2,805 $242 Million
Q2 2023 Jul 31, 2023	SELL	$89.73 - $105.07 $6.51 Million - $7.63 Million	-72,593 Reduced 94.53%	4,198 $396 Million
Q1 2023 May 10, 2023	SELL	$90.01 - $105.22 $8.1 Million - $9.47 Million	-89,982 Reduced 53.95%	76,791 $7.63 Billion
Q4 2022 Feb 16, 2023	BUY	$88.17 - $100.38 $1.83 Million - $2.08 Million	20,715 Added 14.18%	166,773 $17.5 Billion
Q1 2022 May 03, 2022	BUY	$88.21 - $110.95 $1.3 Million - $1.63 Million	14,690 Added 11.18%	146,058 $15.5 Million
Q4 2021 Feb 01, 2022	BUY	$86.35 - $107.63 $509,292 - $634,801	5,898 Added 4.7%	131,368 $13.7 Million
Q3 2021 Dec 09, 2021	BUY	$86.82 - $94.65 $737,449 - $803,957	8,494 Added 7.26%	125,470 $10.9 Million
Q2 2021 Aug 19, 2021	BUY	$92.89 - $101.73 $1.47 Million - $1.61 Million	15,778 Added 15.59%	116,976 $10.6 Million
Q1 2021 May 11, 2021	BUY	$85.56 - $99.32 $453,040 - $525,899	5,295 Added 5.52%	101,198 $10 Million
Q4 2020 Feb 09, 2021	BUY	$87.34 - $106.16 $653,914 - $794,819	7,487 Added 8.47%	95,903 $8.37 Million
Q3 2020 Dec 18, 2020	SELL	$79.09 - $104.06 $1.75 Million - $2.31 Million	-22,174 Reduced 20.05%	88,416 $8.01 Million
Q2 2020 Aug 19, 2020	BUY	$66.57 - $85.1 $21,901 - $27,997	329 Added 0.3%	110,590 $10.5 Million
Q1 2020 May 15, 2020	BUY	$60.11 - $84.1 $296,282 - $414,528	4,929 Added 4.68%	110,261 $7.96 Million
Q4 2019 Feb 14, 2020	BUY	$74.6 - $90.52 $1.24 Million - $1.51 Million	16,628 Added 18.75%	105,332 $7.72 Million
Q3 2019 Nov 15, 2019	BUY	$81.0 - $89.07 $894,969 - $984,134	11,049 Added 14.23%	88,704 $6.62 Million
Q2 2019 Aug 19, 2019	BUY	$78.79 - $91.42 $6.12 Million - $7.1 Million	77,655 New	77,655 $6.57 Million

Others Institutions Holding CHRW

# of Institutions

719

Shares Held

107M

Call Options Held

3.43M

Put Options Held

1.24M

Vanguard Group Inc Valley Forge, PA

14.3M
Shares

$1.54 Billion
0.03% of portfolio
First Eagle Investment Management, LLC

11.5M
Shares

$1.23 Billion
2.63% of portfolio
Black Rock Inc. New York, NY

10.2M
Shares

$1.1 Billion
0.02% of portfolio
State Street Corp Boston, MA

6.64M
Shares

$715 Million
0.03% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

3.96M
Shares

$426 Million
0.08% of portfolio

View Full List

About C. H. ROBINSON WORLDWIDE, INC.

Ticker CHRW
Exchange NASDAQ
Sector Industrials
Industry Integrated Freight & Logistics
Shares Outstandng 123,883,000
Market Cap $13.3B
Description
C.H. Robinson Worldwide, Inc., together with its subsidiaries, provides freight transportation services and logistics solutions to companies in various industries worldwide. The company operates in two segments, North American Surface Transportation and Global Forwarding. It offers transportation and logistics services, such as truckload; less t...

More about CHRW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Partners, LLC with notifications on news.

Account