CWS
Confluence Wealth Services’s Lennar Class A LEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
10,748
+387
| +4% | +$42.8K | 0.06% | 155 |
|
|
2025
Q1 | $1.11M | Buy |
10,361
+1,155
| +13% | +$124K | 0.07% | 142 |
|
|
2024
Q4 | $1.24M | Buy |
9,206
+1,699
| +23% | +$229K | 0.08% | 127 |
|
|
2024
Q3 | $1.41M | Buy |
7,507
+157
| +2% | +$29.4K | 0.1% | 103 |
|
|
2024
Q2 | $1.1M | Buy |
7,350
+511
| +7% | +$76.6K | 0.09% | 136 |
|
|
2024
Q1 | $1.18M | Buy |
6,839
+480
| +8% | +$82.5K | 0.1% | 108 |
|
|
2023
Q4 | $948K | Sell |
6,359
-432
| -6% | -$64.4K | 0.1% | 114 |
|
|
2023
Q3 | $762K | Buy |
6,791
+2,305
| +51% | +$259K | 0.15% | 112 |
|
|
2023
Q2 | $562K | Buy |
4,486
+1,689
| +60% | +$212K | 0.12% | 137 |
|
|
2023
Q1 | $294K | Buy |
+2,797
| New | +$294K | 0.07% | 196 |
|
|
2022
Q3 | – | Sell |
-2,635
| Closed | -$231K | – | 249 |
|
|
2022
Q2 | $231K | Buy |
+2,635
| New | +$231K | 0.1% | 242 |
|