Pathstone Holdings’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
$364K Buy
13,317
+1,005
+8% +$27.5K ﹤0.01% 1842
2025
Q1
$361K Sell
12,312
-6,853
-36% -$201K ﹤0.01% 1858
2024
Q4
$688K Sell
19,165
-763
-4% -$27.4K ﹤0.01% 1573
2024
Q3
$769K Sell
19,928
-617
-3% -$23.8K ﹤0.01% 1503
2024
Q2
$736K Sell
20,545
-4,506
-18% -$161K ﹤0.01% 1488
2024
Q1
$980K Buy
25,051
+11,612
+86% +$454K ﹤0.01% 1289
2023
Q4
$569K Buy
+13,439
New +$569K ﹤0.01% 1416