Avior Wealth Management’s Werner Enterprises WERN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-892
| Closed | -$32.1K | – | 2330 |
|
|
2024
Q4 | $32.1K | Sell |
892
-335
| -27% | -$12K | ﹤0.01% | 1288 |
|
|
2024
Q3 | $47.4K | Sell |
1,227
-170
| -12% | -$6.56K | ﹤0.01% | 1137 |
|
|
2024
Q2 | $50.1K | Sell |
1,397
-239
| -15% | -$8.57K | ﹤0.01% | 1087 |
|
|
2024
Q1 | $64K | Buy |
1,636
+1,313
| +407% | +$51.4K | ﹤0.01% | 1143 |
|
|
2023
Q4 | $13.7K | Buy |
323
+2
| +0.6% | +$85 | ﹤0.01% | 940 |
|
|
2023
Q3 | $12.5K | Sell |
321
-160
| -33% | -$6.25K | ﹤0.01% | 1006 |
|
|
2023
Q2 | $21.3K | Sell |
481
-261
| -35% | -$11.5K | ﹤0.01% | 927 |
|
|
2023
Q1 | $33.8K | Buy |
742
+264
| +55% | +$12K | ﹤0.01% | 858 |
|
|
2022
Q4 | $19.3K | Buy |
478
+1
| +0.2% | +$40 | ﹤0.01% | 759 |
|
|
2022
Q3 | $17K | Sell |
477
-160
| -25% | -$5.7K | ﹤0.01% | 768 |
|
|
2022
Q2 | $24K | Buy |
637
+2
| +0.3% | +$75 | ﹤0.01% | 660 |
|
|
2022
Q1 | $26K | Buy |
635
+2
| +0.3% | +$82 | ﹤0.01% | 680 |
|
|
2021
Q4 | $30K | Buy |
633
+2
| +0.3% | +$95 | ﹤0.01% | 643 |
|
|
2021
Q3 | $27K | Buy |
631
+1
| +0.2% | +$43 | ﹤0.01% | 621 |
|
|
2021
Q2 | $28K | Buy |
630
+1
| +0.2% | +$44 | ﹤0.01% | 602 |
|
|
2021
Q1 | $29K | Buy |
629
+2
| +0.3% | +$92 | ﹤0.01% | 590 |
|
|
2020
Q4 | $24K | Buy |
627
+1
| +0.2% | +$38 | ﹤0.01% | 594 |
|
|
2020
Q3 | $26K | Buy |
626
+1
| +0.2% | +$42 | ﹤0.01% | 565 |
|
|
2020
Q2 | $27K | Buy |
+625
| New | +$27K | ﹤0.01% | 540 |
|
|
2019
Q1 | – | Sell |
-21
| Closed | – | – | 727 |
|
|
2018
Q4 | $0 | Hold |
21
| – | – | ﹤0.01% | 767 |
|
|
2018
Q3 | $1K | Sell |
21
-501
| -96% | -$23.9K | ﹤0.01% | 716 |
|
|
2018
Q2 | $20K | Buy |
522
+1
| +0.2% | +$38 | ﹤0.01% | 541 |
|
|
2018
Q1 | $19K | Buy |
521
+500
| +2,381% | +$18.2K | ﹤0.01% | 548 |
|
|
2017
Q4 | $1K | Hold |
21
| – | – | ﹤0.01% | 771 |
|
|
2017
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 486 |
|
|
2017
Q2 | $1K | Hold |
21
| – | – | ﹤0.01% | 437 |
|
|
2017
Q1 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 475 |
|