Werner Enterprises shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of Werner Enterprises (WERN) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in Werner Enterprises
Tip: Access up to 7 years of quarterly data
All positions including Werner Enterprises held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Werner Enterprises by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $288k | 7.5k | 38.59 |
| 2024-06-30 | $432k | 12k | 35.83 |
| 2024-03-31 | $470k | 12k | 39.12 |
| 2023-12-31 | $606k | 14k | 42.37 |
| 2023-09-30 | $545k | 14k | 38.95 |
| 2023-06-30 | $201k | 4.5k | 44.18 |
| 2023-03-31 | $521k | 11k | 45.49 |
| 2022-12-31 | $1.3M | 28k | 46.73 |
| 2022-09-30 | $1.2M | 28k | 43.36 |
| 2022-03-31 | $1.0M | 26k | 39.63 |
More positions owned by WealthPlan Investment Management
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