Bell Investment Advisors’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 | $20.8K | Buy |
761
+398
| +110% | +$10.9K | ﹤0.01% | 417 |
|
|
2025
Q1 | $10.6K | Sell |
363
-77
| -18% | -$2.26K | ﹤0.01% | 577 |
|
|
2024
Q4 | $15.8K | Sell |
440
-13
| -3% | -$467 | ﹤0.01% | 448 |
|
|
2024
Q3 | $17.5K | Hold |
453
| – | – | ﹤0.01% | 432 |
|
|
2024
Q2 | $16.2K | Buy |
453
+296
| +189% | +$10.6K | ﹤0.01% | 441 |
|
|
2024
Q1 | $6.14K | Hold |
157
| – | – | ﹤0.01% | 814 |
|
|
2023
Q4 | $6.65K | Sell |
157
-13
| -8% | -$551 | ﹤0.01% | 727 |
|
|
2023
Q3 | $6.62K | Sell |
170
-38
| -18% | -$1.48K | ﹤0.01% | 672 |
|
|
2023
Q2 | $9.19K | Hold |
208
| – | – | ﹤0.01% | 539 |
|
|
2023
Q1 | $9.46K | Hold |
208
| – | – | ﹤0.01% | 506 |
|
|
2022
Q4 | $8.37K | Buy |
208
+26
| +14% | +$1.05K | ﹤0.01% | 558 |
|
|
2022
Q3 | $7K | Buy |
182
+12
| +7% | +$462 | ﹤0.01% | 557 |
|
|
2022
Q2 | $7K | Buy |
+170
| New | +$7K | ﹤0.01% | 581 |
|
|
2021
Q4 | $8K | Hold |
177
| – | – | ﹤0.01% | 581 |
|
|
2021
Q3 | $8K | Buy |
+177
| New | +$8K | ﹤0.01% | 545 |
|