CWA
Canvas Wealth Advisors’s Werner Enterprises WERN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $620K | Sell |
21,663
-5,053
| -19% | -$145K | 0.12% | 97 |
|
|
2025
Q1 | $761K | Sell |
26,716
-2,871
| -10% | -$81.8K | 0.2% | 78 |
|
|
2024
Q4 | $1.06M | Sell |
29,587
-2,004
| -6% | -$72K | 0.27% | 58 |
|
|
2024
Q3 | $1.22M | Buy |
31,591
+13,644
| +76% | +$527K | 0.34% | 50 |
|
|
2024
Q2 | $726K | Buy |
17,947
+3,266
| +22% | +$132K | 0.22% | 58 |
|
|
2024
Q1 | $520K | Buy |
14,681
+2,458
| +20% | +$87K | 0.17% | 74 |
|
|
2023
Q4 | $491K | Buy |
+12,223
| New | +$491K | 0.18% | 72 |
|