Allworth Financial’s Werner Enterprises WERN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.78K | Sell |
138
-34
| -20% | -$930 | ﹤0.01% | 3413 |
|
|
2025
Q1 | $4.96K | Buy |
172
+161
| +1,464% | +$4.64K | ﹤0.01% | 2756 |
|
|
2024
Q4 | $412 | Hold |
11
| – | – | ﹤0.01% | 3652 |
|
|
2024
Q3 | $425 | Sell |
11
-7
| -39% | -$270 | ﹤0.01% | 3455 |
|
|
2024
Q2 | $656 | Buy |
18
+3
| +20% | +$109 | ﹤0.01% | 3294 |
|
|
2024
Q1 | $587 | Sell |
15
-58
| -79% | -$2.27K | ﹤0.01% | 3245 |
|
|
2023
Q4 | $3.09K | Buy |
73
+19
| +35% | +$805 | ﹤0.01% | 2476 |
|
|
2023
Q3 | $2.1K | Buy |
54
+39
| +260% | +$1.52K | ﹤0.01% | 2518 |
|
|
2023
Q2 | $663 | Hold |
15
| – | – | ﹤0.01% | 2839 |
|
|
2023
Q1 | $683 | Hold |
15
| – | – | ﹤0.01% | 2781 |
|
|
2022
Q4 | $604 | Buy |
15
+9
| +150% | +$362 | ﹤0.01% | 2587 |
|
|
2022
Q3 | $0 | Sell |
6
-4
| -40% | – | ﹤0.01% | 3143 |
|
|
2022
Q2 | $0 | Buy |
+10
| New | – | ﹤0.01% | 2859 |
|