Congress Wealth Management’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 Q2	–	Sell	-69,808	Closed	-$2.05M	–	1220
2025 Q1	$2.05M	Buy	69,808 +15,586	+29%	+$524K	0.02%	488
2024 Q4	$1.95M	Buy	54,222 +2,340	+5%	+$89.6K	0.03%	416
2024 Q3	$2M	Buy	51,882 +883	+2%	+$32.7K	0.03%	431
2024 Q2	$1.83M	Buy	50,999 +5,005	+11%	+$183K	0.03%	372
2024 Q1	$1.8M	Buy	45,994 +2,782	+6%	+$111K	0.03%	327
2023 Q4	$1.83M	Sell	43,212 -645	-1%	-$25.3K	0.03%	323
2023 Q3	$1.71M	Buy	43,857 +3,688	+9%	+$158K	0.04%	318
2023 Q2	$1.77M	Buy	40,169 +1,398	+4%	+$62.8K	0.04%	281
2023 Q1	$1.76M	Buy	38,771 +2,825	+8%	+$128K	0.04%	281
2022 Q4	$1.45M	Buy	35,946 +3,504	+11%	+$143K	0.04%	298
2022 Q3	$1.22M	Buy	32,442 +6,204	+24%	+$253K	0.03%	315
2022 Q2	$1.01M	Buy	26,238 +1,860	+8%	+$73.3K	0.03%	335
2022 Q1	$999K	Buy	24,378 +2,796	+13%	+$123K	0.02%	352
2021 Q4	$1.03M	Buy	+21,582	New	+$988K	0.02%	369