WWM
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Whalen Wealth Management’s Lithia Motors LAD Stock Holding History

Whalen Wealth Management’s Portfolio LAD Stock Details LAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$464K Buy
1,373
+188
+16% +$63.5K 0.29% 101
2025
Q1 		$348K Buy
1,185
+492
+71% +$144K 0.23% 99
2024
Q4 		$248K Buy
+693
New +$248K 0.17% 117