Wells Fargo’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 | $15.6M | Buy |
62,623
+29,722
| +90% | +$8.83M | ﹤0.01% | 1686 |
|
|
2025
Q4 | $10.9M | Buy |
32,901
+9,614
| +41% | +$3.05M | ﹤0.01% | 1962 |
|
|
2025
Q3 | $7.36M | Sell |
23,287
-6,443
| -22% | -$2.08M | ﹤0.01% | 2252 |
|
|
2025
Q2 | $10M | Sell |
29,730
-1,017
| -3% | -$315K | ﹤0.01% | 1896 |
|
|
2025
Q1 | $9.03M | Buy |
30,747
+62
| +0.2% | +$21.1K | ﹤0.01% | 1943 |
|
|
2024
Q4 | $11M | Buy |
30,685
+1,546
| +5% | +$545K | ﹤0.01% | 1806 |
|
|
2024
Q3 | $9.26M | Sell |
29,139
-1,627
| -5% | -$454K | ﹤0.01% | 1890 |
|
|
2024
Q2 | $7.77M | Buy |
30,766
+1,636
| +6% | +$428K | ﹤0.01% | 1929 |
|
|
2024
Q1 | $8.76M | Sell |
29,130
-1,152
| -4% | -$341K | ﹤0.01% | 1841 |
|
|
2023
Q4 | $9.97M | Buy |
30,282
+2,601
| +9% | +$714K | ﹤0.01% | 1703 |
|
|
2023
Q3 | $8.17M | Buy |
27,681
+237
| +0.9% | +$72.2K | ﹤0.01% | 1730 |
|
|
2023
Q2 | $8.35M | Sell |
27,444
-4,757
| -15% | -$1.14M | ﹤0.01% | 1735 |
|
|
2023
Q1 | $7.37M | Buy |
32,201
+4,933
| +18% | +$1.2M | ﹤0.01% | 1818 |
|
|
2022
Q4 | $5.58M | Sell |
27,268
-5,416
| -17% | -$1.16M | ﹤0.01% | 2003 |
|
|
2022
Q3 | $7.01M | Sell |
32,684
-18,616
| -36% | -$4.86M | ﹤0.01% | 1764 |
|
|
2022
Q2 | $14.1M | Sell |
51,300
-16,754
| -25% | -$4.88M | ﹤0.01% | 1340 |
|
|
2022
Q1 | $20.4M | Buy |
68,054
+8,287
| +14% | +$2.59M | 0.01% | 1289 |
|
|
2021
Q4 | $17.7M | Sell |
59,767
-255,653
| -81% | -$79M | ﹤0.01% | 1423 |
|
|
2021
Q3 | $100M | Buy |
315,420
+29,570
| +10% | +$10.3M | 0.02% | 658 |
|
|
2021
Q2 | $98.2M | Buy |
285,850
+125,712
| +79% | +$45.5M | 0.02% | 687 |
|
|
2021
Q1 | $62.5M | Buy |
160,138
+11,934
| +8% | +$4.29M | 0.01% | 936 |
|
|
2020
Q4 | $43.4M | Buy |
148,204
+11,533
| +8% | +$3.15M | 0.01% | 1065 |
|
|
2020
Q3 | $31.2M | Sell |
136,671
-32,253
| -19% | -$7.25M | 0.01% | 1130 |
|
|
2020
Q2 | $25.6M | Buy |
168,924
+6,998
| +4% | +$801K | 0.01% | 1211 |
|
|
2020
Q1 | $13.2M | Sell |
161,926
-32,996
| -17% | -$3.98M | ﹤0.01% | 1498 |
|
|
2019
Q4 | $28.7M | Sell |
194,922
-21,135
| -10% | -$3.18M | 0.01% | 1248 |
|
|
2019
Q3 | $28.6M | Sell |
216,057
-19,195
| -8% | -$2.45M | 0.01% | 1221 |
|
|
2019
Q2 | $27.9M | Sell |
235,252
-2,385
| -1% | -$264K | 0.01% | 1256 |
|
|
2019
Q1 | $22M | Sell |
237,637
-29,236
| -11% | -$2.54M | 0.01% | 1384 |
|
|
2018
Q4 | $20.4M | Sell |
266,873
-13,290
| -5% | -$1.05M | 0.01% | 1360 |
|
|
2018
Q3 | $22.9M | Sell |
280,163
-107,382
| -28% | -$9.47M | 0.01% | 1419 |
|
|
2018
Q2 | $36.6M | Buy |
387,545
+52,557
| +16% | +$5.21M | 0.01% | 1097 |
|
|
2018
Q1 | $33.7M | Buy |
334,988
+20,490
| +7% | +$2.32M | 0.01% | 1130 |
|
|
2017
Q4 | $35.7M | Sell |
314,498
-1,263
| -0.4% | -$147K | 0.01% | 1090 |
|
|
2017
Q3 | $38M | Sell |
315,761
-57,648
| -15% | -$6.03M | 0.01% | 1034 |
|
|
2017
Q2 | $35.2M | Buy |
373,409
+46,528
| +14% | +$4.2M | 0.01% | 1047 |
|
|
2017
Q1 | $28M | Buy |
326,881
+55,905
| +21% | +$5.42M | 0.01% | 1190 |
|
|
2016
Q4 | $26.2M | Buy |
270,976
+17,401
| +7% | +$1.6M | 0.01% | 1179 |
|
|
2016
Q3 | $24.2M | Sell |
253,575
-514,225
| -67% | -$43.2M | 0.01% | 1175 |
|
|
2016
Q2 | $54.6M | Sell |
767,800
-361,346
| -32% | -$29M | 0.02% | 714 |
|
|
2016
Q1 | $98.6M | Sell |
1,129,146
-34,917
| -3% | -$3M | 0.04% | 476 |
|
|
2015
Q4 | $124M | Sell |
1,164,063
-176,525
| -13% | -$20.3M | 0.05% | 406 |
|
|
2015
Q3 | $145M | Buy |
1,340,588
+99,136
| +8% | +$11.1M | 0.06% | 340 |
|
|
2015
Q2 | $140M | Buy |
1,241,452
+101,118
| +9% | +$10.8M | 0.05% | 395 |
|
|
2015
Q1 | $113M | Buy |
1,140,334
+229,916
| +25% | +$20.7M | 0.04% | 442 |
|
|
2014
Q4 | $78.9M | Sell |
910,418
-32,921
| -3% | -$2.55M | 0.03% | 557 |
|
|
2014
Q3 | $71.4M | Buy |
943,339
+6,873
| +0.7% | +$608K | 0.03% | 579 |
|
|
2014
Q2 | $88.1M | Buy |
936,466
+36,688
| +4% | +$2.8M | 0.04% | 531 |
|
|
2014
Q1 | $59.8M | Buy |
899,778
+49,727
| +6% | +$3.11M | 0.03% | 673 |
|
|
2013
Q4 | $59M | Buy |
850,051
+59,931
| +8% | +$4.02M | 0.03% | 670 |
|
|
2013
Q3 | $57.6M | Buy |
790,120
+716,759
| +977% | +$46.9M | 0.03% | 616 |
|
|
2013
Q2 | $3.91M | Buy |
+73,361
| New | +$3.69M | ﹤0.01% | 2308 |
|
Other funds holding LAD
ACM
VPM
VCM
RRAM
