Private Wealth Management Group’s Lithia Motors LAD Stock Holding History

Private Wealth Management Group’s Portfolio LAD Stock Details LAD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$632	Hold
2025 Q2	$676	Hold
2025 Q1	$588	Hold
2024 Q4	$715	Hold
2024 Q3	$636	Hold
2024 Q2	$505	Sell
2024 Q1	$2.11K	Hold
2023 Q4	$2.31K	Buy