de Creative Planning Werner Enterprises WERN Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 8.42 M | Comprar |
193,111
+49,879
| +35% | +USD 1.88 M | ﹤0.01% | 1008 |
|
|
2026
Q1 | USD 4.21 M | Comprar |
143,232
+38,430
| +37% | +USD 1.25 M | ﹤0.01% | 1334 |
|
|
2025
Q4 | USD 3.15 M | Comprar |
104,802
+13,769
| +15% | +USD 378 k | ﹤0.01% | 1357 |
|
|
2025
Q3 | USD 2.4 M | Comprar |
91,033
+14,607
| +19% | +USD 410 k | ﹤0.01% | 1398 |
|
|
2025
Q2 | USD 2.09 M | Comprar |
76,426
+13,782
| +22% | +USD 377 k | ﹤0.01% | 1279 |
|
|
2025
Q1 | USD 1.84 M | Comprar |
62,644
+4,155
| +7% | +USD 140 k | ﹤0.01% | 1233 |
|
|
2024
Q4 | USD 2.1 M | Comprar |
58,489
+33,901
| +138% | +USD 1.3 M | ﹤0.01% | 1108 |
|
|
2024
Q3 | USD 949 k | Vender |
24,588
-7,315
| -23% | -USD 271 k | ﹤0.01% | 1555 |
|
|
2024
Q2 | USD 1.14 M | Comprar |
31,903
+8,291
| +35% | +USD 303 k | ﹤0.01% | 1310 |
|
|
2024
Q1 | USD 924 k | Vender |
23,612
-1,924
| -8% | -USD 76.7 k | ﹤0.01% | 1384 |
|
|
2023
Q4 | USD 1.08 M | Comprar |
25,536
+7,694
| +43% | +USD 301 k | ﹤0.01% | 1187 |
|
|
2023
Q3 | USD 695 k | Vender |
17,842
-246
| -1% | -USD 10.6 k | ﹤0.01% | 1349 |
|
|
2023
Q2 | USD 799 k | Comprar |
18,088
+903
| +5% | +USD 40.6 k | ﹤0.01% | 1251 |
|
|
2023
Q1 | USD 782 k | Vender |
17,185
-69
| -0.4% | -USD 3.13 k | ﹤0.01% | 1204 |
|
|
2022
Q4 | USD 695 k | Vender |
17,254
-2,497
| -13% | -USD 102 k | ﹤0.01% | 1236 |
|
|
2022
Q3 | USD 743 k | Comprar |
19,751
+1,721
| +10% | +USD 70.1 k | ﹤0.01% | 1104 |
|
|
2022
Q2 | USD 695 k | Vender |
18,030
-529
| -3% | -USD 20.8 k | ﹤0.01% | 1137 |
|
|
2022
Q1 | USD 761 k | Vender |
18,559
-47
| -0.3% | -USD 2.07 k | ﹤0.01% | 1108 |
|
|
2021
Q4 | USD 887 k | Comprar |
18,606
+656
| +4% | +USD 30 k | ﹤0.01% | 1006 |
|
|
2021
Q3 | USD 795 k | Vender |
17,950
-96
| -0.5% | -USD 4.4 k | ﹤0.01% | 1056 |
|
|
2021
Q2 | USD 803 k | Comprar |
18,046
+12,341
| +216% | +USD 576 k | ﹤0.01% | 1031 |
|
|
2021
Q1 | USD 269 k | Vender |
5,705
-13,034
| -70% | -USD 567 k | ﹤0.01% | 1858 |
|
|
2020
Q4 | USD 735 k | Comprar |
18,739
+79
| +0.4% | +USD 3.21 k | ﹤0.01% | 1105 |
|
|
2020
Q3 | USD 784 k | Mantener |
18,660
| – | – | ﹤0.01% | 906 |
|
|
2020
Q2 | USD 812 k | Mantener |
18,660
| – | – | ﹤0.01% | 820 |
|
|
2020
Q1 | USD 677 k | Mantener |
18,660
| – | – | ﹤0.01% | 806 |
|
|
2019
Q4 | USD 679 k | Vender |
18,660
-600
| -3% | -USD 21.9 k | ﹤0.01% | 958 |
|
|
2019
Q3 | USD 680 k | Comprar |
19,260
+600
| +3% | +USD 19.5 k | ﹤0.01% | 919 |
|
|
2019
Q2 | USD 580 k | Vender |
18,660
-415
| -2% | -USD 13.4 k | ﹤0.01% | 994 |
|
|
2019
Q1 | USD 651 k | Comprar |
19,075
+1,615
| +9% | +USD 53.8 k | ﹤0.01% | 909 |
|
|
2018
Q4 | USD 516 k | Mantener |
17,460
| – | – | ﹤0.01% | 955 |
|
|
2018
Q3 | USD 617 k | Mantener |
17,460
| – | – | ﹤0.01% | 973 |
|
|
2018
Q2 | USD 656 k | Vender |
17,460
-20
| -0.1% | -USD 744 | ﹤0.01% | 942 |
|
|
2018
Q1 | USD 638 k | Comprar |
17,480
+1,470
| +9% | +USD 57.2 k | ﹤0.01% | 959 |
|
|
2017
Q4 | USD 619 k | Vender |
16,010
-300
| -2% | -USD 10.9 k | ﹤0.01% | 953 |
|
|
2017
Q3 | USD 596 k | Mantener |
16,310
| – | – | ﹤0.01% | 967 |
|
|
2017
Q2 | USD 479 k | Vender |
16,310
-200
| -1% | -USD 5.45 k | ﹤0.01% | 1034 |
|
|
2017
Q1 | USD 433 k | Mantener |
16,510
| – | – | ﹤0.01% | 1063 |
|
|
2016
Q4 | USD 445 k | Comprar |
16,510
+10
| +0.1% | +USD 258 | ﹤0.01% | 981 |
|
|
2016
Q3 | USD 384 k | Mantener |
16,500
| – | – | ﹤0.01% | 1039 |
|
|
2016
Q2 | USD 379 k | Comprar |
16,500
+200
| +1% | +USD 4.99 k | ﹤0.01% | 919 |
|
|
2016
Q1 | USD 443 k | Mantener |
16,300
| – | – | ﹤0.01% | 804 |
|
|
2015
Q4 | USD 381 k | Vender |
16,300
-421
| -3% | -USD 10.9 k | ﹤0.01% | 885 |
|
|
2015
Q3 | USD 420 k | Mantener |
16,721
| – | – | ﹤0.01% | 804 |
|
|
2015
Q2 | USD 439 k | Mantener |
16,721
| – | – | ﹤0.01% | 705 |
|
|
2015
Q1 | USD 525 k | Mantener |
16,721
| – | – | ﹤0.01% | 718 |
|
|
2014
Q4 | USD 521 k | Mantener |
16,721
| – | – | 0.01% | 677 |
|
|
2014
Q3 | USD 421 k | Mantener |
16,721
| – | – | ﹤0.01% | 727 |
|
|
2014
Q2 | USD 443 k | Mantener |
16,721
| – | – | 0.01% | 688 |
|
|
2014
Q1 | USD 427 k | Comprar |
16,721
+300
| +2% | +USD 7.68 k | 0.01% | 694 |
|
|
2013
Q4 | USD 406 k | Mantener |
16,421
| – | – | 0.01% | 580 |
|
|
2013
Q3 | USD 383 k | Comprar |
16,421
+236
| +1% | +USD 5.64 k | 0.01% | 517 |
|
|
2013
Q2 | USD 391 k | Comprar |
+16,185
| Nuevas | +USD 388 k | 0.01% | 472 |
|
Otros fondos que tienen WERN en su cartera
Posición de Creative Planning en WERN: resumen de T2 2026
Creative Planning aumentó su participación en Werner Enterprises (WERN) en 35% durante T2 2026, al comprar aproximadamente USD 1.88 M y elevar la posición a 193,111 acciones con un valor de USD 8.42 M. La posición representa ﹤0.01% de la cartera y ocupa el puesto #1008.
Creative Planning reportó por primera vez una posición en WERN en T2 2013 y la ha mantenido durante 53 trimestres desde entonces. Al cierre de T2 2026, 270 fondos que sigue Wall St. Rank mantienen una posición en WERN.
- Al cierre de T2 2026, Creative Planning tenía 193,111 acciones de Werner Enterprises con un valor de USD 8.42 M.
- Creative Planning compró 49,879 acciones de Werner Enterprises en T2 2026, por un monto estimado de USD 1.88 M.
- Werner Enterprises representó ﹤0.01% de la cartera de Creative Planning en T2 2026 y fue su posición número 1008.
- Creative Planning reportó por primera vez una posición en Werner Enterprises en T2 2013 y la ha mantenido durante 53 trimestres desde entonces.
- Al cierre de T2 2026, 270 fondos que sigue Wall St. Rank tenían Werner Enterprises en cartera.
Según el Informe 13F de Creative Planning correspondiente a T2 2026, presentado el 13 ago 2026.