Whalen Wealth Management Inc.'s ownership history for LAD

Whalen Wealth Management Inc. currently holds 1.4K shares with a market value of $341.1K. It started holding LAD on 2024-12-31. At its peak, it held 1.4K shares on 2025-12-31. Its highest holding value was $470.6K on 2025-12-31. At its lowest, it held 693 shares on 2024-12-31, with a value of $247.8K on 2024-12-31. In the recent 180 days, Whalen Wealth Management Inc. has decreased its shares by 7. In the recent year, Whalen Wealth Management Inc. has increased its shares by 673.