HWAM
Hennion & Walsh Asset Management’s Lithia Motors LAD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $603K | Buy |
1,785
+1,055
| +145% | +$356K | 0.02% | 621 |
|
|
2025
Q1 | $214K | Hold |
730
| – | – | 0.01% | 819 |
|
|
2024
Q4 | $261K | Hold |
730
| – | – | 0.01% | 788 |
|
|
2024
Q3 | $234K | Buy |
+730
| New | +$234K | 0.01% | 801 |
|
|
2024
Q2 | – | Sell |
-730
| Closed | -$220K | – | 878 |
|
|
2024
Q1 | $220K | Hold |
730
| – | – | 0.01% | 777 |
|
|
2023
Q4 | $240K | Hold |
730
| – | – | 0.01% | 739 |
|
|
2023
Q3 | $216K | Hold |
730
| – | – | 0.01% | 732 |
|
|
2023
Q2 | $222K | Buy |
+730
| New | +$222K | 0.01% | 731 |
|
|
2022
Q3 | – | Sell |
-730
| Closed | -$200K | – | 788 |
|
|
2022
Q2 | $200K | Hold |
730
| – | – | 0.01% | 725 |
|
|
2022
Q1 | $219K | Buy |
730
+55
| +8% | +$16.5K | 0.01% | 722 |
|
|
2021
Q4 | $200K | Hold |
675
| – | – | 0.01% | 723 |
|
|
2021
Q3 | $214K | Hold |
675
| – | – | 0.01% | 695 |
|
|
2021
Q2 | $232K | Sell |
675
-295
| -30% | -$101K | 0.01% | 680 |
|
|
2021
Q1 | $378K | Buy |
+970
| New | +$378K | 0.02% | 546 |
|