WealthPlan Investment 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 |
-7,461
| Closed | -$288K | – | 284 |
|
|
2024
Q3 | $288K | Sell |
7,461
-4,590
| -38% | -$177K | 0.03% | 212 |
|
|
2024
Q2 | $432K | Buy |
12,051
+45
| +0.4% | +$1.61K | 0.07% | 127 |
|
|
2024
Q1 | $470K | Sell |
12,006
-2,289
| -16% | -$89.5K | 0.07% | 124 |
|
|
2023
Q4 | $606K | Buy |
14,295
+301
| +2% | +$12.8K | 0.1% | 113 |
|
|
2023
Q3 | $545K | Buy |
13,994
+9,446
| +208% | +$368K | 0.1% | 110 |
|
|
2023
Q2 | $201K | Sell |
4,548
-6,897
| -60% | -$305K | 0.06% | 126 |
|
|
2023
Q1 | $521K | Sell |
11,445
-16,677
| -59% | -$759K | 0.09% | 114 |
|
|
2022
Q4 | $1.31M | Buy |
28,122
+30
| +0.1% | +$1.4K | 0.09% | 158 |
|
|
2022
Q3 | $1.22M | Buy |
+28,092
| New | +$1.22M | 0.09% | 153 |
|
|
2022
Q1 | $1.02M | Buy |
+25,689
| New | +$1.02M | 0.07% | 169 |
|