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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.4M | Buy |
|
|||||
|
2025
Q2 | $2.09M | Buy |
|
|||||
|
2025
Q1 | $1.84M | Buy |
|
|||||
|
2024
Q4 | $2.1M | Buy |
|
|||||
|
2024
Q3 | $949K | Sell |
|
|||||
|
2024
Q2 | $1.14M | Buy |
|
|||||
|
2024
Q1 | $924K | Sell |
|
|||||
|
2023
Q4 | $1.08M | Buy |
|
|||||
|
2023
Q3 | $695K | Sell |
|
|||||
|
2023
Q2 | $799K | Buy |
|
|||||
|
2023
Q1 | $782K | Sell |
|
|||||
|
2022
Q4 | $695K | Sell |
|
|||||
|
2022
Q3 | $743K | Buy |
|
|||||
|
2022
Q2 | $695K | Sell |
|
|||||
|
2022
Q1 | $761K | Sell |
|
|||||
|
2021
Q4 | $887K | Buy |
|
|||||
|
2021
Q3 | $795K | Sell |
|
|||||
|
2021
Q2 | $803K | Buy |
|
|||||
|
2021
Q1 | $269K | Sell |
|
|||||
|
2020
Q4 | $735K | Buy |
|
|||||
|
2020
Q3 | $784K | Hold |
|
|||||
|
2020
Q2 | $812K | Hold |
|
|||||
|
2020
Q1 | $677K | Hold |
|
|||||
|
2019
Q4 | $679K | Sell |
|
|||||
|
2019
Q3 | $680K | Buy |
|
|||||
|
2019
Q2 | $580K | Sell |
|
|||||
|
2019
Q1 | $651K | Buy |
|
|||||
|
2018
Q4 | $516K | Hold |
|
|||||
|
2018
Q3 | $617K | Hold |
|
|||||
|
2018
Q2 | $656K | Sell |
|
|||||
|
2018
Q1 | $638K | Buy |
|
|||||
|
2017
Q4 | $619K | Sell |
|
|||||
|
2017
Q3 | $596K | Hold |
|
|||||
|
2017
Q2 | $479K | Sell |
|
|||||
|
2017
Q1 | $433K | Hold |
|
|||||
|
2016
Q4 | $445K | Buy |
|
|||||
|
2016
Q3 | $384K | Hold |
|
|||||
|
2016
Q2 | $379K | Buy |
|
|||||
|
2016
Q1 | $443K | Hold |
|
|||||
|
2015
Q4 | $381K | Sell |
|
|||||
|
2015
Q3 | $420K | Hold |
|
|||||
|
2015
Q2 | $439K | Hold |
|
|||||
|
2015
Q1 | $525K | Hold |
|
|||||
|
2014
Q4 | $521K | Hold |
|
|||||
|
2014
Q3 | $421K | Hold |
|
|||||
|
2014
Q2 | $443K | Hold |
|
|||||
|
2014
Q1 | $427K | Buy |
|
|||||
|
2013
Q4 | $406K | Hold |
|
|||||
|
2013
Q3 | $383K | Buy |
|
|||||
|
2013
Q2 | $391K | Buy |
|