WealthPLAN Partners’s Werner Enterprises WERN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-16,677
| Closed | -$456K | – | 268 |
|
|
2025
Q2 | $456K | Hold |
16,677
| – | – | 0.07% | 174 |
|
|
2025
Q1 | $489K | Hold |
16,677
| – | – | 0.07% | 171 |
|
|
2024
Q4 | $599K | Hold |
16,677
| – | – | 0.09% | 156 |
|
|
2024
Q3 | $644K | Hold |
16,677
| – | – | 0.09% | 154 |
|
|
2024
Q2 | $598K | Hold |
16,677
| – | – | 0.06% | 191 |
|
|
2024
Q1 | $652K | Hold |
16,677
| – | – | 0.07% | 180 |
|
|
2023
Q4 | $707K | Hold |
16,677
| – | – | 0.07% | 180 |
|
|
2023
Q3 | $650K | Hold |
16,677
| – | – | 0.08% | 173 |
|
|
2023
Q2 | $737K | Hold |
16,677
| – | – | 0.1% | 155 |
|
|
2023
Q1 | $759K | Sell |
16,677
-11,445
| -41% | -$520K | 0.09% | 165 |
|
|
2022
Q4 | $1.33M | Buy |
+28,122
| New | +$1.15M | 0.09% | 157 |
|
|
2022
Q1 | $1.02M | Hold |
25,689
| – | – | 0.07% | 169 |
|
|
2021
Q4 | $1.15M | Buy |
25,689
+20
| +0.1% | +$916 | 0.08% | 164 |
|
|
2021
Q3 | $1.19M | Buy |
25,669
+1,423
| +6% | +$65.2K | 0.08% | 158 |
|
|
2021
Q2 | $1.1M | Buy |
24,246
+18
| +0.1% | +$840 | 0.08% | 145 |
|
|
2021
Q1 | $1.15M | Buy |
24,228
+13
| +0.1% | +$565 | 0.09% | 134 |
|
|
2020
Q4 | $977K | Sell |
24,215
-1,204
| -5% | -$49K | 0.08% | 141 |
|
|
2020
Q3 | $1.02M | Buy |
25,419
+17,909
| +238% | +$793K | 0.1% | 126 |
|
|
2020
Q2 | $334K | Buy |
7,510
+13
| +0.2% | +$535 | 0.03% | 226 |
|
|
2020
Q1 | $308K | Sell |
7,497
-50
| -0.7% | -$1.8K | 0.04% | 194 |
|
|
2019
Q4 | $291K | Buy |
7,547
+15
| +0.2% | +$549 | 0.03% | 205 |
|
|
2019
Q3 | $281K | Buy |
7,532
+1,016
| +16% | +$33.1K | 0.04% | 198 |
|
|
2019
Q2 | $206K | Buy |
+6,516
| New | +$210K | 0.03% | 224 |
|
|
2018
Q3 | – | Sell |
-5,714
| Closed | -$215K | – | 290 |
|
|
2018
Q2 | $215K | Buy |
5,714
+11
| +0.2% | +$409 | 0.04% | 234 |
|
|
2018
Q1 | $208K | Buy |
5,703
+8
| +0.1% | +$311 | 0.05% | 248 |
|
|
2017
Q4 | $220K | Buy |
5,695
+10
| +0.2% | +$363 | 0.06% | 189 |
|
|
2017
Q3 | $208K | Buy |
+5,685
| New | +$181K | 0.06% | 179 |
|
|
2016
Q3 | $33K | Sell |
1,401
-6,589
| -82% | -$156K | 0.01% | 398 |
|
|
2016
Q2 | $35.7K | Buy |
+7,990
| New | +$199K | ﹤0.01% | 1080 |
|
|
2015
Q4 | $20.6K | Buy |
+12,390
| New | +$321K | ﹤0.01% | 902 |
|
|
2015
Q2 | $151K | Buy |
5,760
+4,890
| +562% | +$139K | 0.07% | 102 |
|
|
2015
Q1 | $28K | Buy |
+870
| New | +$26.9K | 0.01% | 292 |
|
Other funds holding WERN
DRZID
