AWAU
Alliance Wealth Advisors (Utah)’s Werner Enterprises WERN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-14,528
| Closed | -$426K | – | 290 |
|
|
2025
Q1 | $426K | Buy |
14,528
+421
| +3% | +$12.3K | 0.11% | 173 |
|
|
2024
Q4 | $507K | Buy |
14,107
+829
| +6% | +$29.8K | 0.13% | 158 |
|
|
2024
Q3 | $512K | Buy |
13,278
+880
| +7% | +$34K | 0.13% | 149 |
|
|
2024
Q2 | $444K | Buy |
12,398
+1,043
| +9% | +$37.4K | 0.13% | 150 |
|
|
2024
Q1 | $444K | Buy |
11,355
+1,418
| +14% | +$55.5K | 0.13% | 153 |
|
|
2023
Q4 | $421K | Buy |
9,937
+308
| +3% | +$13.1K | 0.14% | 157 |
|
|
2023
Q3 | $375K | Buy |
9,629
+632
| +7% | +$24.6K | 0.14% | 151 |
|
|
2023
Q2 | $397K | Buy |
8,997
+1,061
| +13% | +$46.9K | 0.15% | 143 |
|
|
2023
Q1 | $361K | Buy |
7,936
+617
| +8% | +$28.1K | 0.15% | 151 |
|
|
2022
Q4 | $295K | Buy |
+7,319
| New | +$295K | 0.13% | 164 |
|