A detailed history of Wealth Plan Investment Management, LLC transactions in Werner Enterprises Inc stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 7,461 shares of WERN stock, worth $297,917. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,461
Previous 12,051 38.09%
Holding current value
$297,917
Previous $431,000 33.41%
% of portfolio
0.03%
Previous 0.07%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

SELL
$34.21 - $40.44 $157,023 - $185,619
-4,590 Reduced 38.09%
7,461 $287,000
Q2 2024

Aug 09, 2024

BUY
$34.2 - $38.56 $1,539 - $1,735
45 Added 0.37%
12,051 $431,000
Q1 2024

May 16, 2024

SELL
$37.29 - $42.24 $85,356 - $96,687
-2,289 Reduced 16.01%
12,006 $469,000
Q4 2023

Jan 05, 2024

BUY
$35.99 - $43.02 $10,832 - $12,949
301 Added 2.15%
14,295 $605,000
Q3 2023

Nov 15, 2023

SELL
$38.55 - $47.18 $103,429 - $126,583
-2,683 Reduced 16.09%
13,994 $545,000
Q3 2023

Nov 09, 2023

BUY
$38.55 - $47.18 $467,572 - $572,246
12,129 Added 266.69%
16,677 $649,000
Q2 2023

Aug 14, 2023

SELL
$43.01 - $47.08 $10.7 Million - $11.7 Million
-248,828 Reduced 98.21%
4,548 $200,000
Q2 2023

Jul 25, 2023

BUY
$43.01 - $47.08 $10.4 Million - $11.4 Million
241,931 Added 2113.86%
253,376 $11.2 Million
Q1 2023

May 08, 2023

SELL
$40.69 - $49.45 $678,587 - $824,677
-16,677 Reduced 59.3%
11,445 $520,000
Q4 2022

Feb 15, 2023

BUY
$37.26 - $44.35 $1,117 - $1,330
30 Added 0.11%
28,122 $1.13 Million
Q3 2022

Dec 12, 2022

BUY
$37.6 - $44.84 $90,352 - $107,750
2,403 Added 9.35%
28,092 $1.22 Million
Q1 2022

Sep 07, 2022

BUY
$41.0 - $48.4 $1.05 Million - $1.24 Million
25,689 New
25,689 $1.02 Million

Others Institutions Holding WERN

About WERNER ENTERPRISES INC


  • Ticker WERN
  • Exchange NASDAQ
  • Sector Industrials
  • Industry Trucking
  • Shares Outstandng 63,418,000
  • Market Cap $2.53B
  • Description
  • Werner Enterprises, Inc., a transportation and logistics company, engages in transporting truckload shipments of general commodities in interstate and intrastate commerce in the United States, Mexico, and internationally. It operates through Truckload Transportation Services and Werner Logistics segments. The Truckload Transportation Services se...
More about WERN
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