Congress Wealth Management’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 | – | Sell |
-69,808
| Closed | -$2.05M | – | 1220 |
|
|
2025
Q1 | $2.05M | Buy |
69,808
+15,586
| +29% | +$457K | 0.02% | 488 |
|
|
2024
Q4 | $1.95M | Buy |
54,222
+2,340
| +5% | +$84.1K | 0.03% | 416 |
|
|
2024
Q3 | $2M | Buy |
51,882
+883
| +2% | +$34.1K | 0.03% | 431 |
|
|
2024
Q2 | $1.83M | Buy |
50,999
+5,005
| +11% | +$179K | 0.03% | 372 |
|
|
2024
Q1 | $1.8M | Buy |
45,994
+2,782
| +6% | +$109K | 0.03% | 327 |
|
|
2023
Q4 | $1.83M | Sell |
43,212
-645
| -1% | -$27.3K | 0.03% | 323 |
|
|
2023
Q3 | $1.71M | Buy |
43,857
+3,688
| +9% | +$144K | 0.04% | 318 |
|
|
2023
Q2 | $1.77M | Buy |
40,169
+1,398
| +4% | +$61.8K | 0.04% | 281 |
|
|
2023
Q1 | $1.76M | Buy |
38,771
+2,825
| +8% | +$129K | 0.04% | 281 |
|
|
2022
Q4 | $1.45M | Buy |
35,946
+3,504
| +11% | +$141K | 0.04% | 298 |
|
|
2022
Q3 | $1.22M | Buy |
32,442
+6,204
| +24% | +$233K | 0.03% | 315 |
|
|
2022
Q2 | $1.01M | Buy |
26,238
+1,860
| +8% | +$71.7K | 0.03% | 335 |
|
|
2022
Q1 | $999K | Buy |
24,378
+2,796
| +13% | +$115K | 0.02% | 352 |
|
|
2021
Q4 | $1.03M | Buy |
+21,582
| New | +$1.03M | 0.02% | 366 |
|