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 |
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|
2025
Q2 | $456K | Hold |
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|
2025
Q1 | $489K | Hold |
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|
2024
Q4 | $599K | Hold |
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|
2024
Q3 | $644K | Hold |
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|
2024
Q2 | $598K | Hold |
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|
2024
Q1 | $652K | Hold |
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|
2023
Q4 | $707K | Hold |
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|
2023
Q3 | $650K | Hold |
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|
2023
Q2 | $737K | Hold |
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|
2023
Q1 | $759K | Sell |
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|
2022
Q4 | $1.33M | Buy |
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|
2022
Q1 | $1.02M | Hold |
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|
2021
Q4 | $1.15M | Buy |
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|
2021
Q3 | $1.19M | Buy |
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|
2021
Q2 | $1.1M | Buy |
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|
2021
Q1 | $1.15M | Buy |
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|
2020
Q4 | $977K | Sell |
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|
2020
Q3 | $1.02M | Buy |
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|
2020
Q2 | $334K | Buy |
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|
2020
Q1 | $308K | Sell |
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|
2019
Q4 | $291K | Buy |
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|
2019
Q3 | $281K | Buy |
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|
2019
Q2 | $206K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $215K | Buy |
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|
2018
Q1 | $208K | Buy |
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|
2017
Q4 | $220K | Buy |
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|
2017
Q3 | $208K | Buy |
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|
2016
Q3 | $33K | Sell |
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|
2016
Q2 | $35.7K | Buy |
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|
2015
Q4 | $20.6K | Buy |
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|
2015
Q2 | $151K | Buy |
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|
2015
Q1 | $28K | Buy |
|