Carson Wealth (CWM LLC)’s Lennar Class A LEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $853K | Buy |
7,711
+3,238
| +72% | +$358K | ﹤0.01% | 1328 |
|
|
2025
Q1 | $513K | Sell |
4,473
-1,527
| -25% | -$175K | ﹤0.01% | 1429 |
|
|
2024
Q4 | $792K | Sell |
6,000
-1,326
| -18% | -$175K | ﹤0.01% | 1198 |
|
|
2024
Q3 | $1.33M | Sell |
7,326
-161
| -2% | -$29.2K | 0.01% | 876 |
|
|
2024
Q2 | $1.09M | Buy |
7,487
+2,090
| +39% | +$303K | 0.01% | 849 |
|
|
2024
Q1 | $899K | Buy |
5,397
+698
| +15% | +$116K | ﹤0.01% | 906 |
|
|
2023
Q4 | $678K | Buy |
4,699
+638
| +16% | +$92.1K | ﹤0.01% | 949 |
|
|
2023
Q3 | $441K | Buy |
4,061
+653
| +19% | +$70.9K | ﹤0.01% | 1019 |
|
|
2023
Q2 | $413K | Buy |
3,408
+632
| +23% | +$76.6K | ﹤0.01% | 995 |
|
|
2023
Q1 | $282K | Buy |
2,776
+261
| +10% | +$26.5K | ﹤0.01% | 1076 |
|
|
2022
Q4 | $220K | Sell |
2,515
-47
| -2% | -$4.11K | ﹤0.01% | 1062 |
|
|
2022
Q3 | $185K | Buy |
2,562
+681
| +36% | +$49.2K | ﹤0.01% | 1084 |
|
|
2022
Q2 | $129K | Buy |
1,881
+377
| +25% | +$25.9K | ﹤0.01% | 1211 |
|
|
2022
Q1 | $118K | Buy |
1,504
+729
| +94% | +$57.2K | ﹤0.01% | 1263 |
|
|
2021
Q4 | $87K | Buy |
+775
| New | +$87K | ﹤0.01% | 1342 |
|
|
2021
Q2 | $8K | Hold |
79
| – | – | ﹤0.01% | 2186 |
|
|
2021
Q1 | $8K | Hold |
79
| – | – | ﹤0.01% | 2186 |
|
|
2020
Q4 | $8K | Hold |
79
| – | – | ﹤0.01% | 2186 |
|
|
2020
Q3 | $8K | Hold |
79
| – | – | ﹤0.01% | 2186 |
|
|
2020
Q2 | $8K | Hold |
79
| – | – | ﹤0.01% | 2186 |
|
|
2020
Q1 | $8K | Hold |
79
| – | – | ﹤0.01% | 2186 |
|
|
2019
Q4 | $8K | Hold |
79
| – | – | ﹤0.01% | 2186 |
|
|
2019
Q3 | $8K | Hold |
79
| – | – | ﹤0.01% | 2186 |
|
|
2019
Q2 | $8K | Hold |
79
| – | – | ﹤0.01% | 2186 |
|
|
2019
Q1 | $8K | Buy |
+79
| New | +$8K | ﹤0.01% | 2186 |
|
|
2017
Q4 | – | Sell |
-86
| Closed | -$4K | – | 1520 |
|
|
2017
Q3 | $4K | Buy |
+86
| New | +$4K | ﹤0.01% | 1139 |
|