AWM
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AE Wealth Management’s Werner Enterprises WERN Stock Holding History

AE Wealth Management’s Portfolio WERN Stock Details WERN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-7,008
Closed -$205K – 2261
2025
Q1 		$205K Sell
7,008
-781
-10% -$22.9K ﹤0.01% 1269
2024
Q4 		$280K Buy
+7,789
New +$280K ﹤0.01% 1132