CIBC Private Wealth Group’s Lennar Class A LEN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$695K Sell
6,285
-384
-6% -$42.5K ﹤0.01% 751
2025
Q1
$687K Sell
6,669
-858
-11% -$88.3K ﹤0.01% 734
2024
Q4
$973K Sell
7,527
-822
-10% -$106K ﹤0.01% 699
2024
Q3
$1.52M Buy
8,349
+1,189
+17% +$216K ﹤0.01% 613
2024
Q2
$989K Buy
7,160
+464
+7% +$64.1K ﹤0.01% 665
2024
Q1
$1.09M Buy
6,696
+192
+3% +$31.2K ﹤0.01% 654
2023
Q4
$938K Sell
6,504
-14
-0.2% -$2.02K ﹤0.01% 645
2023
Q3
$708K Buy
+6,518
New +$708K ﹤0.01% 674
2021
Q2
Sell
-10,568
Closed -$1.04M 1051
2021
Q1
$1.04M Buy
10,568
+2
+0% +$196 ﹤0.01% 662
2020
Q4
$780K Sell
10,566
-241
-2% -$17.8K ﹤0.01% 679
2020
Q3
$854K Buy
10,807
+234
+2% +$18.5K ﹤0.01% 588
2020
Q2
$630K Buy
10,573
+181
+2% +$10.8K ﹤0.01% 512
2020
Q1
$384K Buy
+10,392
New +$384K ﹤0.01% 670
2018
Q3
Sell
-928
Closed -$47K 1378
2018
Q2
$47K Sell
928
-11,830
-93% -$599K ﹤0.01% 1182
2018
Q1
$729K Buy
12,758
+595
+5% +$34K ﹤0.01% 702
2017
Q4
$744K Buy
+12,163
New +$744K ﹤0.01% 707