Mercer Global Advisors’s Lithia Motors LAD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$433K Buy
2025
Q1
$352K Hold
2024
Q4
$428K Sell
2024
Q3
$433K Buy
2024
Q2
$279K Sell
2024
Q1
$369K Sell
2023
Q4
$515K Buy
2023
Q3
$409K Buy
2023
Q2
$397K Sell
2023
Q1
$388K Buy
2022
Q4
$247K Buy
2022
Q3
$249K Sell
2022
Q2
$488K Sell
2022
Q1
$564K Sell
2021
Q4
$1.55M Sell
2021
Q3
$1.66M Buy
2021
Q2
$1.6M Buy
2021
Q1
$468K Sell
2020
Q4
$432K Sell
2020
Q3
$337K Sell
2020
Q2
$235K Buy