IFP Advisors’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 | – | Hold |
0
| – | -$498 | – | 2986 |
|
|
2025
Q1 | – | Hold |
0
| – | -$611 | – | 3461 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3373 |
|
|
2024
Q3 | – | Sell |
-43
| Closed | -$1.54K | – | 3453 |
|
|
2024
Q2 | $1.54K | Buy |
+43
| New | +$1.54K | ﹤0.01% | 2880 |
|
|
2024
Q1 | – | Sell |
-341
| Closed | -$14.4K | – | 3256 |
|
|
2023
Q4 | $14.4K | Hold |
341
| – | – | ﹤0.01% | 2047 |
|
|
2023
Q3 | $13.3K | Hold |
341
| – | – | ﹤0.01% | 2141 |
|
|
2023
Q2 | $15.1K | Hold |
341
| – | – | ﹤0.01% | 2141 |
|
|
2023
Q1 | $13.5K | Hold |
341
| – | – | ﹤0.01% | 2176 |
|
|
2022
Q4 | $14K | Hold |
341
| – | – | ﹤0.01% | 3181 |
|
|
2022
Q3 | $14K | Buy |
341
+62
| +22% | +$2.55K | ﹤0.01% | 3419 |
|
|
2022
Q2 | $11K | Hold |
279
| – | – | ﹤0.01% | 3363 |
|
|
2022
Q1 | $11K | Buy |
+279
| New | +$11K | ﹤0.01% | 3363 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4639 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4433 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4299 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4110 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3955 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3777 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3683 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3654 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3674 |
|
|
2019
Q1 | $45K | Sell |
1,355
-1,868
| -58% | -$62K | 0.01% | 1011 |
|
|
2018
Q4 | $97K | Sell |
3,223
-379
| -11% | -$11.4K | 0.01% | 1210 |
|
|
2018
Q3 | $127K | Buy |
3,602
+1,338
| +59% | +$47.2K | 0.01% | 1332 |
|
|
2018
Q2 | $85K | Buy |
2,264
+2,134
| +1,642% | +$80.1K | ﹤0.01% | 1562 |
|
|
2018
Q1 | $5K | Hold |
130
| – | – | ﹤0.01% | 3197 |
|
|
2017
Q4 | $5K | Buy |
130
+94
| +261% | +$3.62K | ﹤0.01% | 3194 |
|
|
2017
Q3 | $1K | Hold |
36
| – | – | ﹤0.01% | 3926 |
|
|
2017
Q2 | $1K | Hold |
36
| – | – | ﹤0.01% | 3926 |
|
|
2017
Q1 | $1K | Hold |
36
| – | – | ﹤0.01% | 3837 |
|
|
2016
Q4 | $1K | Buy |
+36
| New | +$1K | ﹤0.01% | 3829 |
|
|
2016
Q2 | – | Sell |
-1,355
| Closed | -$45K | – | 4213 |
|
|
2016
Q1 | $45K | Buy |
+1,355
| New | +$45K | 0.01% | 1011 |
|