DWM
Diversify Wealth Management’s Werner Enterprises WERN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-14,778
| Closed | -$409K | – | 554 |
|
|
2025
Q1 | $409K | Buy |
14,778
+4,118
| +39% | +$114K | 0.03% | 392 |
|
|
2024
Q4 | $367K | Buy |
10,660
+3,226
| +43% | +$111K | 0.03% | 402 |
|
|
2024
Q3 | $279K | Buy |
7,434
+906
| +14% | +$33.9K | 0.03% | 413 |
|
|
2024
Q2 | $239K | Buy |
+6,528
| New | +$239K | 0.03% | 390 |
|