Carson Wealth (CWM LLC)’s Werner Enterprises WERN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.19M | Buy |
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|
2025
Q2 | $1.16M | Buy |
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|
2025
Q1 | $1.2M | Sell |
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|
2024
Q4 | $1.52M | Sell |
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|
2024
Q3 | $3.02M | Sell |
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|
2024
Q2 | $2.89M | Sell |
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|
2024
Q1 | $3.34M | Sell |
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|
2023
Q4 | $4.04M | Sell |
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|
2023
Q3 | $3.96M | Sell |
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|
2023
Q2 | $4.7M | Sell |
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|
2023
Q1 | $4.94M | Buy |
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|
2022
Q4 | $4.33M | Sell |
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|
2022
Q3 | $4.06M | Sell |
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|
2022
Q2 | $4.16M | Buy |
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|
2022
Q1 | $4.39M | Sell |
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|
2021
Q4 | $5.33M | Buy |
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|
2021
Q2 | $2.06M | Hold |
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|
2021
Q1 | $2.06M | Hold |
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|
2020
Q4 | $2.06M | Hold |
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|
2020
Q3 | $2.06M | Hold |
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|
2020
Q2 | $2.06M | Hold |
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|
2020
Q1 | $2.06M | Hold |
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|
2019
Q4 | $2.06M | Hold |
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|
2019
Q3 | $2.06M | Hold |
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|
2019
Q2 | $2.06M | Hold |
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|
2019
Q1 | $2.06M | Buy |
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|
2018
Q4 | $2K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $1K | Buy |
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