Whittier Trust’s Werner Enterprises WERN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-311
| Closed | -$11.1K | – | 1588 |
|
|
2024
Q2 | $11.1K | Hold |
311
| – | – | ﹤0.01% | 1233 |
|
|
2024
Q1 | $12.2K | Hold |
311
| – | – | ﹤0.01% | 1239 |
|
|
2023
Q4 | $13.2K | Hold |
311
| – | – | ﹤0.01% | 1186 |
|
|
2023
Q3 | $12.1K | Hold |
311
| – | – | ﹤0.01% | 1219 |
|
|
2023
Q2 | $13.7K | Hold |
311
| – | – | ﹤0.01% | 1203 |
|
|
2023
Q1 | $14.1K | Hold |
311
| – | – | ﹤0.01% | 1234 |
|
|
2022
Q4 | $12.5K | Hold |
311
| – | – | ﹤0.01% | 1250 |
|
|
2022
Q3 | $12K | Hold |
311
| – | – | ﹤0.01% | 1315 |
|
|
2022
Q2 | $12K | Hold |
311
| – | – | ﹤0.01% | 1297 |
|
|
2022
Q1 | $13K | Hold |
311
| – | – | ﹤0.01% | 1294 |
|
|
2021
Q4 | $15K | Buy |
+311
| New | +$15K | ﹤0.01% | 1250 |
|