Carson Wealth (CWM LLC)’s Werner Enterprises WERN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
42,534
+1,464
| +4% | +$40.1K | ﹤0.01% | 1174 |
|
|
2025
Q1 | $1.2M | Sell |
41,070
-1,304
| -3% | -$38.2K | ﹤0.01% | 1040 |
|
|
2024
Q4 | $1.52M | Sell |
42,374
-35,993
| -46% | -$1.29M | 0.01% | 890 |
|
|
2024
Q3 | $3.02M | Sell |
78,367
-2,257
| -3% | -$87.1K | 0.01% | 576 |
|
|
2024
Q2 | $2.89M | Sell |
80,624
-4,848
| -6% | -$174K | 0.01% | 543 |
|
|
2024
Q1 | $3.34M | Sell |
85,472
-9,785
| -10% | -$383K | 0.02% | 502 |
|
|
2023
Q4 | $4.04M | Sell |
95,257
-6,479
| -6% | -$275K | 0.02% | 437 |
|
|
2023
Q3 | $3.96M | Sell |
101,736
-4,621
| -4% | -$180K | 0.02% | 406 |
|
|
2023
Q2 | $4.7M | Sell |
106,357
-2,174
| -2% | -$96.1K | 0.03% | 349 |
|
|
2023
Q1 | $4.94M | Buy |
108,531
+854
| +0.8% | +$38.8K | 0.03% | 321 |
|
|
2022
Q4 | $4.34M | Sell |
107,677
-182
| -0.2% | -$7.33K | 0.03% | 327 |
|
|
2022
Q3 | $4.06M | Sell |
107,859
-51
| -0% | -$1.92K | 0.03% | 316 |
|
|
2022
Q2 | $4.16M | Buy |
107,910
+755
| +0.7% | +$29.1K | 0.03% | 319 |
|
|
2022
Q1 | $4.39M | Sell |
107,155
-4,583
| -4% | -$188K | 0.03% | 311 |
|
|
2021
Q4 | $5.33M | Buy |
+111,738
| New | +$5.33M | 0.04% | 289 |
|
|
2021
Q2 | $2.07M | Hold |
46,377
| – | – | 0.02% | 416 |
|
|
2021
Q1 | $2.07M | Hold |
46,377
| – | – | 0.02% | 416 |
|
|
2020
Q4 | $2.07M | Hold |
46,377
| – | – | 0.02% | 416 |
|
|
2020
Q3 | $2.07M | Hold |
46,377
| – | – | 0.02% | 416 |
|
|
2020
Q2 | $2.07M | Hold |
46,377
| – | – | 0.02% | 416 |
|
|
2020
Q1 | $2.07M | Hold |
46,377
| – | – | 0.02% | 416 |
|
|
2019
Q4 | $2.07M | Hold |
46,377
| – | – | 0.02% | 416 |
|
|
2019
Q3 | $2.07M | Hold |
46,377
| – | – | 0.02% | 416 |
|
|
2019
Q2 | $2.07M | Hold |
46,377
| – | – | 0.02% | 416 |
|
|
2019
Q1 | $2.07M | Buy |
46,377
+46,321
| +82,716% | +$2.06M | 0.02% | 416 |
|
|
2018
Q4 | $2K | Buy |
+56
| New | +$2K | ﹤0.01% | 1800 |
|
|
2018
Q3 | – | Sell |
-26
| Closed | -$1K | – | 2008 |
|
|
2018
Q2 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 1612 |
|