Baker Tilly Wealth Management’s Lennar Class A LEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,262
| Closed | -$229K | – | 246 |
|
|
2024
Q3 | $229K | Buy |
+1,262
| New | +$229K | 0.1% | 216 |
|
|
2024
Q2 | – | Sell |
-4,205
| Closed | -$700K | – | 355 |
|
|
2024
Q1 | $700K | Buy |
4,205
+3
| +0.1% | +$499 | 0.13% | 174 |
|
|
2023
Q4 | $606K | Sell |
4,202
-551
| -12% | -$79.5K | 0.1% | 228 |
|
|
2023
Q3 | $516K | Sell |
4,753
-7,134
| -60% | -$775K | 0.09% | 251 |
|
|
2023
Q2 | $1.44M | Sell |
11,887
-778
| -6% | -$94.4K | 0.15% | 145 |
|
|
2023
Q1 | $1.29M | Sell |
12,665
-1,672
| -12% | -$170K | 0.14% | 157 |
|
|
2022
Q4 | $1.26M | Buy |
14,337
+1,001
| +8% | +$87.7K | 0.15% | 156 |
|
|
2022
Q3 | $962K | Sell |
13,336
-535
| -4% | -$38.6K | 0.13% | 172 |
|
|
2022
Q2 | $948K | Buy |
13,871
+178
| +1% | +$12.2K | 0.12% | 178 |
|
|
2022
Q1 | $1.08M | Buy |
13,693
+1,210
| +10% | +$95.1K | 0.12% | 184 |
|
|
2021
Q4 | $1.4M | Buy |
12,483
+582
| +5% | +$65.5K | 0.15% | 140 |
|
|
2021
Q3 | $1.08M | Buy |
11,901
+348
| +3% | +$31.6K | 0.14% | 151 |
|
|
2021
Q2 | $1.11M | Buy |
11,553
+137
| +1% | +$13.2K | 0.18% | 127 |
|
|
2021
Q1 | $1.12M | Buy |
11,416
+7,667
| +205% | +$752K | 0.23% | 102 |
|
|
2020
Q4 | $277K | Buy |
+3,749
| New | +$277K | 0.09% | 254 |
|