WCM
Wedge Capital Management’s Lithia Motors LAD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-126,377
| Closed | -$37.1M | – | 527 |
|
|
2025
Q1 | $37.1M | Sell |
126,377
-3,732
| -3% | -$1.1M | 0.72% | 44 |
|
|
2024
Q4 | $46.5M | Buy |
+130,109
| New | +$46.5M | 0.84% | 34 |
|
|
2022
Q4 | – | Sell |
-160,744
| Closed | -$34.5M | – | 430 |
|
|
2022
Q3 | $34.5M | Buy |
160,744
+48,237
| +43% | +$10.3M | 0.58% | 61 |
|
|
2022
Q2 | $30.9M | Buy |
112,507
+3,650
| +3% | +$1M | 0.49% | 82 |
|
|
2022
Q1 | $32.7M | Sell |
108,857
-21,895
| -17% | -$6.57M | 0.44% | 101 |
|
|
2021
Q4 | $38.8M | Buy |
130,752
+46,994
| +56% | +$14M | 0.48% | 64 |
|
|
2021
Q3 | $26.6M | Buy |
83,758
+768
| +0.9% | +$243K | 0.34% | 129 |
|
|
2021
Q2 | $28.5M | Sell |
82,990
-2,293
| -3% | -$788K | 0.35% | 129 |
|
|
2021
Q1 | $33.3M | Sell |
85,283
-25,260
| -23% | -$9.85M | 0.4% | 90 |
|
|
2020
Q4 | $32.4M | Buy |
110,543
+955
| +0.9% | +$280K | 0.37% | 73 |
|
|
2020
Q3 | $25M | Buy |
+109,588
| New | +$25M | 0.33% | 118 |
|