Gries Financial’s Werner Enterprises WERN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,516
| Closed | -$205K | – | 173 |
|
|
2023
Q1 | $205K | Sell |
4,516
-66,147
| -94% | -$3.01M | 0.06% | 160 |
|
|
2022
Q4 | $2.85M | Buy |
70,663
+22,987
| +48% | +$925K | 0.94% | 30 |
|
|
2022
Q3 | $1.79M | Buy |
47,676
+2,083
| +5% | +$78.3K | 0.76% | 34 |
|
|
2022
Q2 | $1.76M | Buy |
45,593
+902
| +2% | +$34.8K | 0.84% | 36 |
|
|
2022
Q1 | $1.83M | Buy |
44,691
+26,968
| +152% | +$1.11M | 0.67% | 43 |
|
|
2021
Q4 | $845K | Sell |
17,723
-18,306
| -51% | -$873K | 0.35% | 80 |
|
|
2021
Q3 | $1.6M | Buy |
36,029
+382
| +1% | +$16.9K | 0.5% | 63 |
|
|
2021
Q2 | $1.61M | Buy |
+35,647
| New | +$1.61M | 0.52% | 59 |
|