EWM
Empirical Wealth Management’s Lennar Class A LEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,968
| Closed | -$226K | – | 715 |
|
|
2025
Q1 | $226K | Sell |
1,968
-38,892
| -95% | -$4.46M | 0.01% | 576 |
|
|
2024
Q4 | $5.57M | Buy |
40,860
+1,182
| +3% | +$161K | 0.15% | 112 |
|
|
2024
Q3 | $7.44M | Buy |
39,678
+4,922
| +14% | +$923K | 0.21% | 94 |
|
|
2024
Q2 | $5.21M | Buy |
34,756
+3,061
| +10% | +$459K | 0.15% | 108 |
|
|
2024
Q1 | $5.45M | Buy |
31,695
+4,980
| +19% | +$856K | 0.16% | 105 |
|
|
2023
Q4 | $3.98M | Buy |
26,715
+2,744
| +11% | +$409K | 0.13% | 113 |
|
|
2023
Q3 | $2.69M | Buy |
23,971
+2,965
| +14% | +$333K | 0.11% | 130 |
|
|
2023
Q2 | $2.63M | Buy |
+21,006
| New | +$2.63M | 0.11% | 128 |
|