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Winnow Wealth’s Lithia Motors LAD Stock Holding History

Winnow Wealth’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 		– Sell
-2,499
Closed -$733K – 449
2025
Q1 		$733K Buy
2,499
+431
+21% +$126K 0.68% 60
2024
Q4 		$671K Buy
+2,068
New +$671K 0.67% 50