AWM
AE Wealth Management’s Lennar Class A LEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Buy |
+9,060
| New | +$1M | 0.01% | 721 |
|
|
2024
Q4 | – | Sell |
-1,263
| Closed | -$237K | – | 2147 |
|
|
2024
Q3 | $237K | Buy |
+1,263
| New | +$237K | ﹤0.01% | 1113 |
|
|
2024
Q1 | – | Sell |
-18,686
| Closed | -$2.77M | – | 1627 |
|
|
2023
Q4 | $2.77M | Sell |
18,686
-5,858
| -24% | -$869K | 0.01% | 794 |
|
|
2023
Q3 | $2.75M | Sell |
24,544
-2,553
| -9% | -$287K | 0.02% | 736 |
|
|
2023
Q2 | $3.4M | Buy |
27,097
+1,990
| +8% | +$249K | 0.02% | 663 |
|
|
2023
Q1 | $2.64M | Sell |
25,107
-665
| -3% | -$69.9K | 0.02% | 698 |
|
|
2022
Q4 | $2.33M | Sell |
25,772
-2,826
| -10% | -$256K | 0.02% | 688 |
|
|
2022
Q3 | $2.13M | Buy |
28,598
+4,365
| +18% | +$325K | 0.02% | 677 |
|
|
2022
Q2 | $1.71M | Buy |
24,233
+550
| +2% | +$38.8K | 0.01% | 713 |
|
|
2022
Q1 | $1.92M | Buy |
23,683
+781
| +3% | +$63.4K | 0.01% | 712 |
|
|
2021
Q4 | $2.66M | Buy |
22,902
+1,335
| +6% | +$155K | 0.02% | 611 |
|
|
2021
Q3 | $2.02M | Sell |
21,567
-698
| -3% | -$65.4K | 0.02% | 644 |
|
|
2021
Q2 | $2.21M | Buy |
22,265
+972
| +5% | +$96.6K | 0.02% | 610 |
|
|
2021
Q1 | $2.16M | Sell |
21,293
-1,550
| -7% | -$157K | 0.02% | 546 |
|
|
2020
Q4 | $1.74M | Buy |
22,843
+179
| +0.8% | +$13.6K | 0.02% | 539 |
|
|
2020
Q3 | $1.85M | Sell |
22,664
-991
| -4% | -$80.9K | 0.03% | 443 |
|
|
2020
Q2 | $1.46M | Buy |
23,655
+2,502
| +12% | +$154K | 0.02% | 501 |
|
|
2020
Q1 | $808K | Sell |
21,153
-3,886
| -16% | -$148K | 0.02% | 539 |
|
|
2019
Q4 | $1.4M | Buy |
25,039
+2,913
| +13% | +$163K | 0.03% | 451 |
|
|
2019
Q3 | $1.24M | Sell |
22,126
-399
| -2% | -$22.3K | 0.04% | 395 |
|
|
2019
Q2 | $1.09M | Buy |
+22,525
| New | +$1.09M | 0.03% | 385 |
|
|
2018
Q2 | – | Sell |
-3,577
| Closed | -$211K | – | 469 |
|
|
2018
Q1 | $211K | Sell |
3,577
-27
| -0.7% | -$1.59K | 0.02% | 399 |
|
|
2017
Q4 | $228K | Buy |
+3,604
| New | +$228K | 0.02% | 372 |
|
|
2017
Q3 | – | Sell |
-3,905
| Closed | -$208K | – | 407 |
|
|
2017
Q2 | $208K | Sell |
3,905
-340
| -8% | -$18.1K | 0.02% | 354 |
|
|
2017
Q1 | $217K | Buy |
+4,245
| New | +$217K | 0.04% | 248 |
|