Creative Planning’s Werner Enterprises WERN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.21M | Buy |
143,232
+38,430
| +37% | +$1.25M | ﹤0.01% | 1334 |
|
|
2025
Q4 | $3.15M | Buy |
104,802
+13,769
| +15% | +$378K | ﹤0.01% | 1357 |
|
|
2025
Q3 | $2.4M | Buy |
91,033
+14,607
| +19% | +$410K | ﹤0.01% | 1398 |
|
|
2025
Q2 | $2.09M | Buy |
76,426
+13,782
| +22% | +$377K | ﹤0.01% | 1279 |
|
|
2025
Q1 | $1.84M | Buy |
62,644
+4,155
| +7% | +$140K | ﹤0.01% | 1233 |
|
|
2024
Q4 | $2.1M | Buy |
58,489
+33,901
| +138% | +$1.3M | ﹤0.01% | 1108 |
|
|
2024
Q3 | $949K | Sell |
24,588
-7,315
| -23% | -$271K | ﹤0.01% | 1555 |
|
|
2024
Q2 | $1.14M | Buy |
31,903
+8,291
| +35% | +$303K | ﹤0.01% | 1310 |
|
|
2024
Q1 | $924K | Sell |
23,612
-1,924
| -8% | -$76.7K | ﹤0.01% | 1384 |
|
|
2023
Q4 | $1.08M | Buy |
25,536
+7,694
| +43% | +$301K | ﹤0.01% | 1187 |
|
|
2023
Q3 | $695K | Sell |
17,842
-246
| -1% | -$10.6K | ﹤0.01% | 1349 |
|
|
2023
Q2 | $799K | Buy |
18,088
+903
| +5% | +$40.6K | ﹤0.01% | 1251 |
|
|
2023
Q1 | $782K | Sell |
17,185
-69
| -0.4% | -$3.13K | ﹤0.01% | 1204 |
|
|
2022
Q4 | $695K | Sell |
17,254
-2,497
| -13% | -$102K | ﹤0.01% | 1236 |
|
|
2022
Q3 | $743K | Buy |
19,751
+1,721
| +10% | +$70.1K | ﹤0.01% | 1104 |
|
|
2022
Q2 | $695K | Sell |
18,030
-529
| -3% | -$20.8K | ﹤0.01% | 1137 |
|
|
2022
Q1 | $761K | Sell |
18,559
-47
| -0.3% | -$2.07K | ﹤0.01% | 1108 |
|
|
2021
Q4 | $887K | Buy |
18,606
+656
| +4% | +$30K | ﹤0.01% | 1006 |
|
|
2021
Q3 | $795K | Sell |
17,950
-96
| -0.5% | -$4.4K | ﹤0.01% | 1056 |
|
|
2021
Q2 | $803K | Buy |
18,046
+12,341
| +216% | +$576K | ﹤0.01% | 1031 |
|
|
2021
Q1 | $269K | Sell |
5,705
-13,034
| -70% | -$567K | ﹤0.01% | 1858 |
|
|
2020
Q4 | $735K | Buy |
18,739
+79
| +0.4% | +$3.21K | ﹤0.01% | 1105 |
|
|
2020
Q3 | $784K | Hold |
18,660
| – | – | ﹤0.01% | 906 |
|
|
2020
Q2 | $812K | Hold |
18,660
| – | – | ﹤0.01% | 820 |
|
|
2020
Q1 | $677K | Hold |
18,660
| – | – | ﹤0.01% | 806 |
|
|
2019
Q4 | $679K | Sell |
18,660
-600
| -3% | -$21.9K | ﹤0.01% | 958 |
|
|
2019
Q3 | $680K | Buy |
19,260
+600
| +3% | +$19.5K | ﹤0.01% | 919 |
|
|
2019
Q2 | $580K | Sell |
18,660
-415
| -2% | -$13.4K | ﹤0.01% | 994 |
|
|
2019
Q1 | $651K | Buy |
19,075
+1,615
| +9% | +$53.8K | ﹤0.01% | 909 |
|
|
2018
Q4 | $516K | Hold |
17,460
| – | – | ﹤0.01% | 955 |
|
|
2018
Q3 | $617K | Hold |
17,460
| – | – | ﹤0.01% | 973 |
|
|
2018
Q2 | $656K | Sell |
17,460
-20
| -0.1% | -$744 | ﹤0.01% | 942 |
|
|
2018
Q1 | $638K | Buy |
17,480
+1,470
| +9% | +$57.2K | ﹤0.01% | 959 |
|
|
2017
Q4 | $619K | Sell |
16,010
-300
| -2% | -$10.9K | ﹤0.01% | 953 |
|
|
2017
Q3 | $596K | Hold |
16,310
| – | – | ﹤0.01% | 967 |
|
|
2017
Q2 | $479K | Sell |
16,310
-200
| -1% | -$5.45K | ﹤0.01% | 1034 |
|
|
2017
Q1 | $433K | Hold |
16,510
| – | – | ﹤0.01% | 1063 |
|
|
2016
Q4 | $445K | Buy |
16,510
+10
| +0.1% | +$258 | ﹤0.01% | 981 |
|
|
2016
Q3 | $384K | Hold |
16,500
| – | – | ﹤0.01% | 1039 |
|
|
2016
Q2 | $379K | Buy |
16,500
+200
| +1% | +$4.99K | ﹤0.01% | 919 |
|
|
2016
Q1 | $443K | Hold |
16,300
| – | – | ﹤0.01% | 804 |
|
|
2015
Q4 | $381K | Sell |
16,300
-421
| -3% | -$10.9K | ﹤0.01% | 885 |
|
|
2015
Q3 | $420K | Hold |
16,721
| – | – | ﹤0.01% | 804 |
|
|
2015
Q2 | $439K | Hold |
16,721
| – | – | ﹤0.01% | 705 |
|
|
2015
Q1 | $525K | Hold |
16,721
| – | – | ﹤0.01% | 718 |
|
|
2014
Q4 | $521K | Hold |
16,721
| – | – | 0.01% | 677 |
|
|
2014
Q3 | $421K | Hold |
16,721
| – | – | ﹤0.01% | 727 |
|
|
2014
Q2 | $443K | Hold |
16,721
| – | – | 0.01% | 688 |
|
|
2014
Q1 | $427K | Buy |
16,721
+300
| +2% | +$7.68K | 0.01% | 694 |
|
|
2013
Q4 | $406K | Hold |
16,421
| – | – | 0.01% | 580 |
|
|
2013
Q3 | $383K | Buy |
16,421
+236
| +1% | +$5.64K | 0.01% | 517 |
|
|
2013
Q2 | $391K | Buy |
+16,185
| New | +$388K | 0.01% | 472 |
|
Other funds holding WERN
VPM
DRZID
VCM
