Baker Tilly Wealth Management’s Lennar Class A LEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$201K Buy
2024
Q4
Sell
2024
Q3
$229K Buy
2024
Q2
Sell
2024
Q1
$700K Buy
2023
Q4
$606K Sell
2023
Q3
$516K Sell
2023
Q2
$1.44M Sell
2023
Q1
$1.29M Sell
2022
Q4
$1.26M Buy
2022
Q3
$962K Sell
2022
Q2
$948K Buy
2022
Q1
$1.08M Buy
2021
Q4
$1.4M Buy
2021
Q3
$1.08M Buy
2021
Q2
$1.11M Buy
2021
Q1
$1.12M Buy
2020
Q4
$277K Buy