Atria Investments’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 | $356K | Buy |
13,019
+2,736
| +27% | +$74.9K | ﹤0.01% | 1604 |
|
|
2025
Q1 | $301K | Buy |
10,283
+804
| +8% | +$23.6K | ﹤0.01% | 1623 |
|
|
2024
Q4 | $340K | Buy |
9,479
+1,329
| +16% | +$47.7K | ﹤0.01% | 1533 |
|
|
2024
Q3 | $315K | Buy |
8,150
+2,079
| +34% | +$80.2K | ﹤0.01% | 1600 |
|
|
2024
Q2 | $218K | Buy |
+6,071
| New | +$218K | ﹤0.01% | 1773 |
|
|
2018
Q4 | – | Sell |
-6,343
| Closed | -$224K | – | 1019 |
|
|
2018
Q3 | $224K | Buy |
+6,343
| New | +$224K | 0.01% | 891 |
|