Northwestern Mutual Wealth Management’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $214K | Sell |
858
-86
| -9% | -$25.5K | ﹤0.01% | 1879 |
|
|
2025
Q4 | $314K | Sell |
944
-8
| -0.8% | -$2.54K | ﹤0.01% | 1701 |
|
|
2025
Q3 | $301K | Sell |
952
-81
| -8% | -$26.1K | ﹤0.01% | 1638 |
|
|
2025
Q2 | $349K | Sell |
1,033
-115
| -10% | -$35.6K | ﹤0.01% | 1524 |
|
|
2025
Q1 | $337K | Sell |
1,148
-9,356
| -89% | -$3.19M | ﹤0.01% | 1467 |
|
|
2024
Q4 | $3.75M | Buy |
10,504
+1,438
| +16% | +$507K | ﹤0.01% | 691 |
|
|
2024
Q3 | $2.88M | Buy |
9,066
+299
| +3% | +$83.4K | ﹤0.01% | 753 |
|
|
2024
Q2 | $2.22M | Buy |
8,767
+1,688
| +24% | +$442K | ﹤0.01% | 780 |
|
|
2024
Q1 | $2.13M | Buy |
7,079
+1,435
| +25% | +$424K | ﹤0.01% | 781 |
|
|
2023
Q4 | $1.86M | Buy |
5,644
+917
| +19% | +$252K | ﹤0.01% | 788 |
|
|
2023
Q3 | $1.4M | Buy |
4,727
+1,774
| +60% | +$541K | ﹤0.01% | 830 |
|
|
2023
Q2 | $898K | Buy |
2,953
+1,702
| +136% | +$408K | ﹤0.01% | 971 |
|
|
2023
Q1 | $286K | Sell |
1,251
-27
| -2% | -$6.57K | ﹤0.01% | 1314 |
|
|
2022
Q4 | $262K | Buy |
1,278
+41
| +3% | +$8.76K | ﹤0.01% | 1328 |
|
|
2022
Q3 | $265K | Buy |
1,237
+46
| +4% | +$12K | ﹤0.01% | 1299 |
|
|
2022
Q2 | $327K | Sell |
1,191
-227
| -16% | -$66.2K | ﹤0.01% | 1225 |
|
|
2022
Q1 | $426K | Buy |
1,418
+428
| +43% | +$134K | ﹤0.01% | 1142 |
|
|
2021
Q4 | $294K | Buy |
990
+247
| +33% | +$76.3K | ﹤0.01% | 1286 |
|
|
2021
Q3 | $235K | Sell |
743
-144
| -16% | -$50.1K | ﹤0.01% | 1291 |
|
|
2021
Q2 | $305K | Buy |
887
+30
| +4% | +$10.8K | ﹤0.01% | 1159 |
|
|
2021
Q1 | $333K | Buy |
857
+299
| +54% | +$107K | ﹤0.01% | 1061 |
|
|
2020
Q4 | $163K | Buy |
558
+104
| +23% | +$28.4K | ﹤0.01% | 1221 |
|
|
2020
Q3 | $103K | Buy |
454
+151
| +50% | +$34K | ﹤0.01% | 1261 |
|
|
2020
Q2 | $46K | Buy |
303
+23
| +8% | +$2.63K | ﹤0.01% | 1470 |
|
|
2020
Q1 | $23K | Buy |
280
+21
| +8% | +$2.53K | ﹤0.01% | 1653 |
|
|
2019
Q4 | $38K | Sell |
259
-311
| -55% | -$46.7K | ﹤0.01% | 1557 |
|
|
2019
Q3 | $75K | Sell |
570
-47
| -8% | -$6K | ﹤0.01% | 1270 |
|
|
2019
Q2 | $73K | Buy |
617
+333
| +117% | +$36.8K | ﹤0.01% | 1253 |
|
|
2019
Q1 | $26K | Sell |
284
-16
| -5% | -$1.39K | ﹤0.01% | 1610 |
|
|
2018
Q4 | $23K | Buy |
300
+72
| +32% | +$5.69K | ﹤0.01% | 1544 |
|
|
2018
Q3 | $19K | Buy |
228
+20
| +10% | +$1.76K | ﹤0.01% | 1678 |
|
|
2018
Q2 | $20K | Hold |
208
| – | – | ﹤0.01% | 1600 |
|
|
2018
Q1 | $21K | Sell |
208
-62
| -23% | -$7.01K | ﹤0.01% | 1512 |
|
|
2017
Q4 | $31K | Buy |
270
+250
| +1,250% | +$29.1K | ﹤0.01% | 1340 |
|
|
2017
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 1985 |
|
|
2017
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 1882 |
|
|
2017
Q1 | $2K | Sell |
20
-15
| -43% | -$1.45K | ﹤0.01% | 1853 |
|
|
2016
Q4 | $3K | Buy |
+35
| New | +$3.21K | ﹤0.01% | 1970 |
|
|
2016
Q2 | – | Sell |
-230
| Closed | -$20K | – | 2163 |
|
|
2016
Q1 | $20K | Buy |
230
+181
| +369% | +$15.6K | ﹤0.01% | 1191 |
|
|
2015
Q4 | $5K | Buy |
+49
| New | +$5.63K | ﹤0.01% | 1302 |
|
|
2015
Q3 | – | Sell |
-1
| Closed | – | – | 1762 |
|
|
2015
Q2 | $0 | Sell |
1
-28
| -97% | -$2.98K | ﹤0.01% | 1536 |
|
|
2015
Q1 | $3K | Sell |
29
-48
| -62% | -$4.31K | ﹤0.01% | 1303 |
|
|
2014
Q4 | $7K | Buy |
+77
| New | +$5.96K | ﹤0.01% | 1187 |
|
Other funds holding LAD
ACM
VPM
VCM
RRAM
