Congress 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
2025 Q2	$3.1M	Buy	28,016 +11,012	+65%	+$1.22M	0.03%	485
2025 Q1	$1.95M	Buy	17,004 +478	+3%	+$54.9K	0.02%	496
2024 Q4	$2.18M	Sell	16,526 -5,463	-25%	-$721K	0.03%	399
2024 Q3	$3.99M	Buy	21,989 +15,688	+249%	+$2.85M	0.05%	328
2024 Q2	$914K	Buy	+6,301	New	+$914K	0.01%	443