MAP
Moody Aldrich Partners’s Werner Enterprises WERN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-57,488
| Closed | -$1.68M | – | 199 |
|
|
2025
Q1 | $1.68M | Sell |
57,488
-865
| -1% | -$25.3K | 0.35% | 99 |
|
|
2024
Q4 | $2.1M | Sell |
58,353
-1,666
| -3% | -$59.8K | 0.39% | 92 |
|
|
2024
Q3 | $2.32M | Buy |
+60,019
| New | +$2.32M | 0.42% | 91 |
|
|
2023
Q3 | – | Sell |
-71,272
| Closed | -$3.15M | – | 217 |
|
|
2023
Q2 | $3.15M | Sell |
71,272
-54,605
| -43% | -$2.41M | 0.61% | 69 |
|
|
2023
Q1 | $5.73M | Buy |
125,877
+17,427
| +16% | +$793K | 1.16% | 32 |
|
|
2022
Q4 | $4.37M | Sell |
108,450
-3,649
| -3% | -$147K | 0.88% | 49 |
|
|
2022
Q3 | $4.22M | Buy |
112,099
+799
| +0.7% | +$30K | 0.87% | 54 |
|
|
2022
Q2 | $4.29M | Sell |
111,300
-63,748
| -36% | -$2.46M | 0.84% | 53 |
|
|
2022
Q1 | $7.18M | Buy |
175,048
+18,499
| +12% | +$758K | 1.01% | 41 |
|
|
2021
Q4 | $7.46M | Sell |
156,549
-28,906
| -16% | -$1.38M | 1.04% | 41 |
|
|
2021
Q3 | $8.21M | Buy |
185,455
+26,399
| +17% | +$1.17M | 1.04% | 39 |
|
|
2021
Q2 | $7.08M | Buy |
159,056
+45,407
| +40% | +$2.02M | 1% | 33 |
|
|
2021
Q1 | $5.36M | Buy |
113,649
+3,818
| +3% | +$180K | 0.77% | 53 |
|
|
2020
Q4 | $4.31M | Buy |
+109,831
| New | +$4.31M | 0.7% | 70 |
|