Avion Wealth’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 | $0 | Buy |
36
+22
| +157% | – | ﹤0.01% | 1645 |
|
|
2025
Q1 | $0 | Buy |
+14
| New | – | ﹤0.01% | 1378 |
|
|
2024
Q4 | – | Sell |
-27
| Closed | -$1K | – | 1299 |
|
|
2024
Q3 | $1K | Hold |
27
| – | – | ﹤0.01% | 924 |
|
|
2024
Q2 | $0 | Buy |
+27
| New | – | ﹤0.01% | 1284 |
|
|
2023
Q4 | – | Sell |
-39
| Closed | -$1K | – | 1372 |
|
|
2023
Q3 | $1K | Buy |
39
+26
| +200% | +$667 | ﹤0.01% | 754 |
|
|
2023
Q2 | $0 | Hold |
13
| – | – | ﹤0.01% | 1063 |
|
|
2023
Q1 | $0 | Hold |
13
| – | – | ﹤0.01% | 802 |
|
|
2022
Q4 | $0 | Hold |
13
| – | – | ﹤0.01% | 548 |
|
|
2022
Q3 | $0 | Hold |
13
| – | – | ﹤0.01% | 589 |
|
|
2022
Q2 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 501 |
|