Moran Wealth Management’s Werner Enterprises WERN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-50,901
| Closed | -$1.96M | – | 462 |
|
|
2024
Q3 | $1.96M | Sell |
50,901
-5,378
| -10% | -$208K | 0.06% | 258 |
|
|
2024
Q2 | $2.02M | Buy |
56,279
+1,795
| +3% | +$64.3K | 0.07% | 249 |
|
|
2024
Q1 | $2.13M | Buy |
54,484
+3,317
| +6% | +$130K | 0.07% | 254 |
|
|
2023
Q4 | $2.17M | Buy |
51,167
+1,696
| +3% | +$71.9K | 0.08% | 246 |
|
|
2023
Q3 | $1.93M | Buy |
49,471
+1,573
| +3% | +$61.3K | 0.07% | 217 |
|
|
2023
Q2 | $2.12M | Sell |
47,898
-403
| -0.8% | -$17.8K | 0.08% | 222 |
|
|
2023
Q1 | $2.2M | Buy |
48,301
+10,048
| +26% | +$457K | 0.08% | 214 |
|
|
2022
Q4 | $1.54M | Buy |
+38,253
| New | +$1.54M | 0.06% | 229 |
|