PWMG
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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
2026
Q1 		$500 Hold
2
– – ﹤0.01% 1374
2025
Q4 		$665 Hold
2
– – ﹤0.01% 1349
2025
Q3 		$632 Hold
2
– – ﹤0.01% 1387
2025
Q2 		$676 Hold
2
– – ﹤0.01% 1361
2025
Q1 		$588 Hold
2
– – ﹤0.01% 1372
2024
Q4 		$715 Hold
2
– – ﹤0.01% 1377
2024
Q3 		$636 Hold
2
– – ﹤0.01% 1386
2024
Q2 		$505 Sell
2
-5
-71% -$1.31K ﹤0.01% 1449
2024
Q1 		$2.11K Hold
7
– – ﹤0.01% 940
2023
Q4 		$2.31K Buy
+7
New +$1.92K ﹤0.01% 922

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